Kestra Advisory Services’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $152K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $221K | Sell |
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|
2024
Q2 | $456K | Buy |
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|
2024
Q1 | $456K | Buy |
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|
2023
Q4 | $414K | Buy |
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|
2023
Q3 | $297K | Buy |
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|
2023
Q2 | $308K | Sell |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $321K | Sell |
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|
2022
Q3 | $332K | Buy |
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|
2022
Q2 | $315K | Sell |
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|
2022
Q1 | $1.88M | Sell |
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|
2021
Q4 | $2.68M | Buy |
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|
2021
Q3 | $2.57M | Buy |
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|
2021
Q2 | $2.48M | Buy |
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|
2021
Q1 | $738K | Sell |
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|
2020
Q4 | $2.13M | Buy |
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