Kestra Advisory Services’s Samsara IOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,172
| Closed | -$428K | – | 2898 |
|
|
2025
Q1 | $428K | Buy |
11,172
+6,338
| +131% | +$243K | ﹤0.01% | 1921 |
|
|
2024
Q4 | $211K | Sell |
4,834
-3,448
| -42% | -$151K | ﹤0.01% | 2443 |
|
|
2024
Q3 | $399K | Buy |
8,282
+700
| +9% | +$33.7K | ﹤0.01% | 1904 |
|
|
2024
Q2 | $256K | Buy |
+7,582
| New | +$256K | ﹤0.01% | 2215 |
|