Kestra Advisory Services’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.13M | Buy |
18,918
+86
| +0.5% | +$5.13K | 0.01% | 1395 |
|
2025
Q1 | $1.11M | Buy |
18,832
+459
| +2% | +$27.1K | 0.01% | 1332 |
|
2024
Q4 | $1.14M | Sell |
18,373
-152
| -0.8% | -$9.4K | 0.01% | 1337 |
|
2024
Q3 | $1.11M | Sell |
18,525
-298
| -2% | -$17.9K | 0.01% | 1259 |
|
2024
Q2 | $961K | Sell |
18,823
-72
| -0.4% | -$3.68K | 0.01% | 1342 |
|
2024
Q1 | $1.04M | Buy |
18,895
+1,539
| +9% | +$84.6K | 0.01% | 1217 |
|
2023
Q4 | $969K | Sell |
17,356
-177
| -1% | -$9.88K | 0.01% | 1135 |
|
2023
Q3 | $728K | Sell |
17,533
-815
| -4% | -$33.9K | 0.01% | 1162 |
|
2023
Q2 | $777K | Buy |
18,348
+9,267
| +102% | +$393K | 0.01% | 1096 |
|
2023
Q1 | $394K | Sell |
9,081
-3,954
| -30% | -$172K | ﹤0.01% | 1405 |
|
2022
Q4 | $871K | Buy |
13,035
+4,116
| +46% | +$275K | 0.01% | 1121 |
|
2022
Q3 | $634K | Buy |
8,919
+889
| +11% | +$63.2K | 0.01% | 1185 |
|
2022
Q2 | $589K | Buy |
8,030
+1,805
| +29% | +$132K | 0.01% | 1232 |
|
2022
Q1 | $563K | Sell |
6,225
-99
| -2% | -$8.95K | 0.01% | 1223 |
|
2021
Q4 | $550K | Sell |
6,324
-2,709
| -30% | -$236K | 0.01% | 1272 |
|
2021
Q3 | $727K | Buy |
9,033
+1,047
| +13% | +$84.3K | 0.01% | 1185 |
|
2021
Q2 | $570K | Buy |
7,986
+2,527
| +46% | +$180K | 0.01% | 1222 |
|
2021
Q1 | $392K | Buy |
5,459
+1,841
| +51% | +$132K | 0.01% | 1308 |
|
2020
Q4 | $202K | Buy |
+3,618
| New | +$202K | ﹤0.01% | 1720 |
|