Cetera Trust Company’s Flex FLEX Stock Holding History

Cetera Trust Company’s Portfolio FLEX Stock Details FLEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$557K	Hold
2025 Q2	$479K	Hold
2025 Q1	$318K	Hold
2024 Q4	$369K	Hold
2024 Q3	$321K	Sell
2024 Q2	$287K	Sell
2024 Q1	$286K	Sell
2023 Q4	$305K	Buy