Kestra Advisory Services’s Cboe Global Markets CBOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $887K | Buy |
3,802
+161
| +4% | +$37.6K | ﹤0.01% | 1557 |
|
|
2025
Q1 | $824K | Sell |
3,641
-97
| -3% | -$22K | ﹤0.01% | 1502 |
|
|
2024
Q4 | $730K | Buy |
3,738
+2,564
| +218% | +$501K | ﹤0.01% | 1604 |
|
|
2024
Q3 | $241K | Buy |
+1,174
| New | +$241K | ﹤0.01% | 2228 |
|
|
2024
Q2 | – | Sell |
-1,191
| Closed | -$219K | – | 2616 |
|
|
2024
Q1 | $219K | Sell |
1,191
-1,160
| -49% | -$213K | ﹤0.01% | 2216 |
|
|
2023
Q4 | $420K | Buy |
2,351
+26
| +1% | +$4.64K | ﹤0.01% | 1629 |
|
|
2023
Q3 | $363K | Buy |
2,325
+109
| +5% | +$17K | ﹤0.01% | 1549 |
|
|
2023
Q2 | $306K | Buy |
+2,216
| New | +$306K | ﹤0.01% | 1596 |
|
|
2023
Q1 | – | Sell |
-1,870
| Closed | -$235K | – | 2101 |
|
|
2022
Q4 | $235K | Buy |
+1,870
| New | +$235K | ﹤0.01% | 1920 |
|