Kestra Advisory Services’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Sell |
18,152
-751
| -4% | -$6.37K | ﹤0.01% | 2683 |
|
|
2025
Q1 | $147K | Buy |
18,903
+6,134
| +48% | +$47.6K | ﹤0.01% | 2539 |
|
|
2024
Q4 | $103K | Buy |
+12,769
| New | +$103K | ﹤0.01% | 2555 |
|
|
2022
Q4 | – | Sell |
-26,963
| Closed | -$155K | – | 2281 |
|
|
2022
Q3 | $155K | Sell |
26,963
-10,904
| -29% | -$62.7K | ﹤0.01% | 1916 |
|
|
2022
Q2 | $280K | Buy |
37,867
+10,820
| +40% | +$80K | ﹤0.01% | 1667 |
|
|
2022
Q1 | $247K | Buy |
27,047
+490
| +2% | +$4.48K | ﹤0.01% | 1708 |
|
|
2021
Q4 | $289K | Sell |
26,557
-352
| -1% | -$3.83K | ﹤0.01% | 1621 |
|
|
2021
Q3 | $301K | Buy |
26,909
+6,369
| +31% | +$71.2K | ﹤0.01% | 1661 |
|
|
2021
Q2 | $258K | Buy |
20,540
+6,384
| +45% | +$80.2K | ﹤0.01% | 1672 |
|
|
2021
Q1 | $187K | Buy |
+14,156
| New | +$187K | ﹤0.01% | 1743 |
|