Kestra Advisory Services’s CAVA Group CAVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.13M | Buy |
60,941
+8,954
| +17% | +$754K | 0.03% | 629 |
|
|
2025
Q1 | $4.49M | Buy |
51,987
+985
| +2% | +$85.1K | 0.02% | 618 |
|
|
2024
Q4 | $5.75M | Sell |
51,002
-8,112
| -14% | -$915K | 0.03% | 522 |
|
|
2024
Q3 | $7.32M | Sell |
59,114
-23,814
| -29% | -$2.95M | 0.04% | 462 |
|
|
2024
Q2 | $7.69M | Buy |
82,928
+1,618
| +2% | +$150K | 0.04% | 439 |
|
|
2024
Q1 | $5.7M | Sell |
81,310
-21,776
| -21% | -$1.53M | 0.04% | 479 |
|
|
2023
Q4 | $4.43M | Buy |
103,086
+77,121
| +297% | +$3.31M | 0.04% | 500 |
|
|
2023
Q3 | $795K | Buy |
+25,965
| New | +$795K | 0.01% | 1111 |
|