Kestra Advisory Services’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $355K | Sell |
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|
2025
Q2 | $373K | Buy |
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|
2025
Q1 | $236K | Sell |
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|
2024
Q4 | $392K | Buy |
|
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|
2024
Q3 | $292K | Sell |
|
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|
2024
Q2 | $316K | Buy |
|
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|
2024
Q1 | $299K | Sell |
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|
2023
Q4 | $276K | Buy |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $214K | Sell |
|
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|
2022
Q4 | $643K | Buy |
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|
2022
Q3 | $478K | Sell |
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|
2022
Q2 | $518K | Buy |
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|
2022
Q1 | $422K | Sell |
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|
2021
Q4 | $465K | Sell |
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|
2021
Q3 | $496K | Buy |
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|
2021
Q2 | $367K | Buy |
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|
2021
Q1 | $303K | Buy |
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|
2020
Q4 | $214K | Buy |
|