Global Financial Private Client’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 |
-2,000
| Closed | -$22.8K | – | 1047 |
|
|
2025
Q1 | $22.8K | Hold |
2,000
| – | – | 0.01% | 429 |
|
|
2024
Q4 | $67.6K | Hold |
2,000
| – | – | 0.03% | 299 |
|
|
2024
Q3 | $70.8K | Hold |
2,000
| – | – | 0.03% | 294 |
|
|
2024
Q2 | $82.4K | Hold |
2,000
| – | – | 0.03% | 261 |
|
|
2024
Q1 | $87.6K | Hold |
2,000
| – | – | 0.04% | 254 |
|
|
2023
Q4 | $91.6K | Hold |
2,000
| – | – | 0.04% | 241 |
|
|
2023
Q3 | $66K | Hold |
2,000
| – | – | 0.03% | 255 |
|
|
2023
Q2 | $81.6K | Buy |
+2,000
| New | +$81.6K | 0.04% | 241 |
|