Kestra Advisory Services’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
3,348
+154
| +5% | +$62.3K | 0.01% | 1302 |
|
|
2025
Q1 | $1.34M | Sell |
3,194
-112
| -3% | -$47K | 0.01% | 1206 |
|
|
2024
Q4 | $1.6M | Sell |
3,306
-907
| -22% | -$439K | 0.01% | 1119 |
|
|
2024
Q3 | $2.13M | Sell |
4,213
-257
| -6% | -$130K | 0.01% | 926 |
|
|
2024
Q2 | $2.01M | Buy |
4,470
+91
| +2% | +$40.9K | 0.01% | 955 |
|
|
2024
Q1 | $2.09M | Sell |
4,379
-264
| -6% | -$126K | 0.01% | 857 |
|
|
2023
Q4 | $2.09M | Buy |
4,643
+240
| +5% | +$108K | 0.02% | 774 |
|
|
2023
Q3 | $1.51M | Buy |
4,403
+352
| +9% | +$121K | 0.01% | 799 |
|
|
2023
Q2 | $1.42M | Buy |
4,051
+115
| +3% | +$40.3K | 0.01% | 827 |
|
|
2023
Q1 | $1.28M | Sell |
3,936
-1,886
| -32% | -$614K | 0.01% | 827 |
|
|
2022
Q4 | $1.96M | Buy |
5,822
+395
| +7% | +$133K | 0.02% | 756 |
|
|
2022
Q3 | $1.5M | Buy |
5,427
+1,382
| +34% | +$382K | 0.02% | 786 |
|
|
2022
Q2 | $978K | Buy |
4,045
+414
| +11% | +$100K | 0.01% | 985 |
|
|
2022
Q1 | $1.08M | Sell |
3,631
-636
| -15% | -$189K | 0.01% | 922 |
|
|
2021
Q4 | $1.43M | Sell |
4,267
-592
| -12% | -$198K | 0.01% | 830 |
|
|
2021
Q3 | $1.48M | Buy |
4,859
+493
| +11% | +$150K | 0.01% | 827 |
|
|
2021
Q2 | $1.06M | Buy |
4,366
+555
| +15% | +$134K | 0.01% | 913 |
|
|
2021
Q1 | $696K | Buy |
3,811
+2,343
| +160% | +$428K | 0.01% | 1030 |
|
|
2020
Q4 | $233K | Buy |
+1,468
| New | +$233K | ﹤0.01% | 1621 |
|