Kestra Advisory Services’s Affiliated Managers Group AMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.98M Sell
15,170
-1,062
-7% -$209K 0.01% 873
2025
Q1
$2.73M Buy
+16,232
New +$2.73M 0.01% 847
2021
Q2
Sell
-9,780
Closed -$1.46M 1996
2021
Q1
$1.46M Buy
+9,780
New +$1.46M 0.02% 710