Kestra Advisory Services’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
7,469
+343
| +5% | +$17.1K | ﹤0.01% | 2179 |
|
|
2025
Q1 | $236K | Sell |
7,126
-3,084
| -30% | -$102K | ﹤0.01% | 2361 |
|
|
2024
Q4 | $392K | Buy |
10,210
+1,471
| +17% | +$56.5K | ﹤0.01% | 2030 |
|
|
2024
Q3 | $292K | Sell |
8,739
-1,979
| -18% | -$66.2K | ﹤0.01% | 2102 |
|
|
2024
Q2 | $316K | Buy |
10,718
+268
| +3% | +$7.9K | ﹤0.01% | 2078 |
|
|
2024
Q1 | $299K | Sell |
10,450
-1,561
| -13% | -$44.7K | ﹤0.01% | 1999 |
|
|
2023
Q4 | $276K | Buy |
12,011
+1,104
| +10% | +$25.3K | ﹤0.01% | 1903 |
|
|
2023
Q3 | $222K | Sell |
10,907
-650
| -6% | -$13.2K | ﹤0.01% | 1875 |
|
|
2023
Q2 | $241K | Sell |
11,557
-760
| -6% | -$15.8K | ﹤0.01% | 1792 |
|
|
2023
Q1 | $214K | Sell |
12,317
-27,458
| -69% | -$476K | ﹤0.01% | 1793 |
|
|
2022
Q4 | $643K | Buy |
39,775
+1,710
| +4% | +$27.7K | 0.01% | 1259 |
|
|
2022
Q3 | $478K | Sell |
38,065
-9,435
| -20% | -$118K | 0.01% | 1344 |
|
|
2022
Q2 | $518K | Buy |
47,500
+17,320
| +57% | +$189K | 0.01% | 1311 |
|
|
2022
Q1 | $422K | Sell |
30,180
-3,463
| -10% | -$48.4K | ﹤0.01% | 1387 |
|
|
2021
Q4 | $465K | Sell |
33,643
-3,602
| -10% | -$49.8K | ﹤0.01% | 1361 |
|
|
2021
Q3 | $496K | Buy |
37,245
+9,971
| +37% | +$133K | 0.01% | 1390 |
|
|
2021
Q2 | $367K | Buy |
27,274
+5,304
| +24% | +$71.4K | ﹤0.01% | 1442 |
|
|
2021
Q1 | $303K | Buy |
21,970
+6,183
| +39% | +$85.3K | ﹤0.01% | 1460 |
|
|
2020
Q4 | $214K | Buy |
+15,787
| New | +$214K | ﹤0.01% | 1672 |
|