Kestra Advisory Services’s Artesian Resources ARTNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.79M | Buy |
202,451
+3,552
| +2% | +$119K | 0.03% | 507 |
|
|
2025
Q1 | $6.49M | Sell |
198,899
-1,400
| -0.7% | -$45.7K | 0.03% | 481 |
|
|
2024
Q4 | $6.33M | Sell |
200,299
-9,602
| -5% | -$304K | 0.03% | 495 |
|
|
2024
Q3 | $7.8M | Sell |
209,901
-7,314
| -3% | -$272K | 0.04% | 443 |
|
|
2024
Q2 | $7.64M | Sell |
217,215
-439
| -0.2% | -$15.4K | 0.04% | 443 |
|
|
2024
Q1 | $8.08M | Sell |
217,654
-11,923
| -5% | -$442K | 0.05% | 369 |
|
|
2023
Q4 | $9.52M | Sell |
229,577
-27,889
| -11% | -$1.16M | 0.08% | 285 |
|
|
2023
Q3 | $10.8M | Buy |
257,466
+162,092
| +170% | +$6.81M | 0.11% | 219 |
|
|
2023
Q2 | $4.5M | Buy |
95,374
+7,496
| +9% | +$354K | 0.05% | 402 |
|
|
2023
Q1 | $4.86M | Buy |
87,878
+4,373
| +5% | +$242K | 0.05% | 362 |
|
|
2022
Q4 | $4.89M | Sell |
83,505
-157,542
| -65% | -$9.23M | 0.04% | 447 |
|
|
2022
Q3 | $11.6M | Buy |
241,047
+161,847
| +204% | +$7.79M | 0.12% | 189 |
|
|
2022
Q2 | $3.89M | Buy |
79,200
+661
| +0.8% | +$32.5K | 0.04% | 432 |
|
|
2022
Q1 | $3.81M | Buy |
78,539
+7,012
| +10% | +$340K | 0.04% | 450 |
|
|
2021
Q4 | $3.31M | Buy |
71,527
+5,677
| +9% | +$263K | 0.03% | 504 |
|
|
2021
Q3 | $2.51M | Buy |
65,850
+9,404
| +17% | +$359K | 0.03% | 619 |
|
|
2021
Q2 | $2.08M | Buy |
56,446
+9,117
| +19% | +$335K | 0.02% | 638 |
|
|
2021
Q1 | $1.86M | Sell |
47,329
-136,405
| -74% | -$5.37M | 0.02% | 629 |
|
|
2020
Q4 | $6.76M | Buy |
183,734
+140,238
| +322% | +$5.16M | 0.08% | 275 |
|
|
2020
Q3 | $1.5M | Buy |
+43,496
| New | +$1.5M | 0.03% | 503 |
|