Kelly Financial Services’s Enbridge ENB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
– Sell
-4,220
Closed -$150K – 287
2024
Q2
$150K Buy
4,220
+2,872
+213% +$103K 0.05% 123
2024
Q1
$48.8K Buy
1,348
+24
+2% +$852 0.02% 221
2023
Q4
$47.7K Buy
1,324
+22
+2% +$742 0.02% 209
2023
Q3
$43.2K Buy
1,302
+21
+2% +$745 0.02% 200
2023
Q2
$47.6K Buy
1,281
+20
+2% +$762 0.02% 196
2023
Q1
$48.1K Buy
1,261
+19
+2% +$745 0.02% 186
2022
Q4
$48.6K Buy
1,242
+18
+1% +$704 0.03% 178
2022
Q3
$45.4K Buy
1,224
+17
+1% +$717 0.03% 162
2022
Q2
$51K Buy
1,207
+15
+1% +$670 0.03% 160
2022
Q1
$54.9K Buy
+1,192
New +$51K 0.02% 168

Other funds holding ENB

Kelly Financial Services's ENB Position: Q3 2024 in Review

Kelly Financial Services sold out of Enbridge (ENB) in Q3 2024, closing a stake of 4,220 shares — an estimated $150K sold.

Kelly Financial Services first reported a position in ENB in Q1 2022 and held it in 10 quarters. The position peaked at $150K in Q2 2024. 1,275 funds tracked by Wall St. Rank hold ENB as of Q3 2024.

  • Kelly Financial Services reported no remaining Enbridge position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 4,220 Enbridge shares in Q3 2024, an estimated $150K.
  • Kelly Financial Services first reported a position in Enbridge in Q1 2022 and held it in 10 quarters.
  • Kelly Financial Services's Enbridge position peaked at $150K in Q2 2024.
  • 1,275 funds tracked by Wall St. Rank held Enbridge as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.