Kestra Advisory Services’s Halozyme HALO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
7,962
-811
| -9% | -$42.2K | ﹤0.01% | 2097 |
|
|
2025
Q1 | $560K | Sell |
8,773
-7,864
| -47% | -$502K | ﹤0.01% | 1752 |
|
|
2024
Q4 | $795K | Buy |
16,637
+352
| +2% | +$16.8K | ﹤0.01% | 1540 |
|
|
2024
Q3 | $932K | Buy |
16,285
+11,324
| +228% | +$648K | 0.01% | 1366 |
|
|
2024
Q2 | $260K | Buy |
+4,961
| New | +$260K | ﹤0.01% | 2202 |
|
|
2023
Q1 | – | Sell |
-5,285
| Closed | -$301K | – | 2175 |
|
|
2022
Q4 | $301K | Buy |
+5,285
| New | +$301K | ﹤0.01% | 1744 |
|