Beacon Pointe Advisors’s Kestrel Group, Ltd. KG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-750
| Closed | -$8.56K | – | 1249 |
|
|
2025
Q1 | $8.56K | Hold |
750
| – | – | ﹤0.01% | 1187 |
|
|
2024
Q4 | $25.4K | Hold |
750
| – | – | ﹤0.01% | 1179 |
|
|
2024
Q3 | $26.6K | Hold |
750
| – | – | ﹤0.01% | 1193 |
|
|
2024
Q2 | $30.9K | Hold |
750
| – | – | ﹤0.01% | 1226 |
|
|
2024
Q1 | $33.8K | Hold |
750
| – | – | ﹤0.01% | 1312 |
|
|
2023
Q4 | $34.4K | Hold |
750
| – | – | ﹤0.01% | 1282 |
|
|
2023
Q3 | $26.4K | Hold |
750
| – | – | ﹤0.01% | 1301 |
|
|
2023
Q2 | $31.5K | Hold |
750
| – | – | ﹤0.01% | 1060 |
|
|
2023
Q1 | $31.4K | Hold |
750
| – | – | ﹤0.01% | 1126 |
|
|
2022
Q4 | $31.7K | Buy |
+750
| New | +$31.7K | ﹤0.01% | 1047 |
|