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