Kestra Advisory Services’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Sell |
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|
2025
Q1 | $385K | Sell |
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|
2024
Q4 | $884K | Sell |
|
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|
2024
Q3 | $938K | Sell |
|
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|
2024
Q2 | $840K | Buy |
|
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|
2024
Q1 | $841K | Buy |
|
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|
2023
Q4 | $784K | Sell |
|
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|
2023
Q3 | $739K | Buy |
|
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|
2023
Q2 | $556K | Buy |
|
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|
2023
Q1 | $270K | Sell |
|
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|
2022
Q4 | $499K | Buy |
|
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|
2022
Q3 | $250K | Sell |
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|
2022
Q2 | $306K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $252K | Buy |
|