Kelly Financial Services’s Snowflake SNOW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-146	Closed	-$19.7K	–	653
2024 Q2	$19.7K	Hold	146	–	–	0.01%	331
2024 Q1	$23.6K	Buy	146 +126	+630%	+$24.4K	0.01%	306
2023 Q4	$3.98K	Buy	20 +1	+5%	+$169	﹤0.01%	498
2023 Q3	$2.9K	Buy	19 +12	+171%	+$1.95K	﹤0.01%	516
2023 Q2	$1.23K	Hold	7	–	–	﹤0.01%	588
2023 Q1	$1.08K	Hold	7	–	–	﹤0.01%	584
2022 Q4	$1K	Hold	7	–	–	﹤0.01%	566
2022 Q3	$1.19K	Hold	7	–	–	﹤0.01%	553
2022 Q2	$973	Hold	7	–	–	﹤0.01%	560
2022 Q1	$1.6K	Hold	7	–	–	﹤0.01%	540
2021 Q4	$2.37K	Hold	7	–	–	﹤0.01%	520
2021 Q3	$2.12K	Sell	7 -1,686	-100%	-$480K	﹤0.01%	508
2021 Q2	$7K	Buy	1,693 +1,686	+24,086%	+$392K	﹤0.01%	602
2021 Q1	$1.6K	Hold	7	–	–	﹤0.01%	525
2020 Q4	$1.97K	Hold	7	–	–	﹤0.01%	460
2020 Q3	$1.76K	Buy	+7	New	+$1.67K	﹤0.01%	442