Kestra Advisory Services’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-846
| Closed | -$241K | – | 2767 |
|
|
2024
Q4 | $241K | Buy |
846
+76
| +10% | +$21.7K | ﹤0.01% | 2370 |
|
|
2024
Q3 | $203K | Buy |
+770
| New | +$203K | ﹤0.01% | 2356 |
|
|
2023
Q3 | – | Sell |
-1,609
| Closed | -$253K | – | 2125 |
|
|
2023
Q2 | $253K | Buy |
+1,609
| New | +$253K | ﹤0.01% | 1750 |
|
|
2023
Q1 | – | Sell |
-1,375
| Closed | -$279K | – | 2096 |
|
|
2022
Q4 | $279K | Buy |
+1,375
| New | +$279K | ﹤0.01% | 1796 |
|
|
2022
Q3 | – | Sell |
-1,583
| Closed | -$216K | – | 2120 |
|
|
2022
Q2 | $216K | Buy |
1,583
+315
| +25% | +$43K | ﹤0.01% | 1856 |
|
|
2022
Q1 | $231K | Buy |
1,268
+42
| +3% | +$7.65K | ﹤0.01% | 1754 |
|
|
2021
Q4 | $357K | Sell |
1,226
-63
| -5% | -$18.3K | ﹤0.01% | 1508 |
|
|
2021
Q3 | $366K | Buy |
1,289
+11
| +0.9% | +$3.12K | ﹤0.01% | 1553 |
|
|
2021
Q2 | $412K | Buy |
1,278
+156
| +14% | +$50.3K | ﹤0.01% | 1387 |
|
|
2021
Q1 | $335K | Buy |
+1,122
| New | +$335K | ﹤0.01% | 1393 |
|