Kestra Advisory Services’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,714
| Closed | -$317K | – | 2834 |
|
|
2024
Q4 | $317K | Buy |
18,714
+1,419
| +8% | +$24K | ﹤0.01% | 2172 |
|
|
2024
Q3 | $271K | Buy |
+17,295
| New | +$271K | ﹤0.01% | 2147 |
|
|
2021
Q3 | – | Sell |
-10,952
| Closed | -$208K | – | 2149 |
|
|
2021
Q2 | $208K | Buy |
10,952
+534
| +5% | +$10.1K | ﹤0.01% | 1841 |
|
|
2021
Q1 | $169K | Buy |
+10,418
| New | +$169K | ﹤0.01% | 1762 |
|
|
2020
Q4 | – | Sell |
-35,437
| Closed | -$202K | – | 1870 |
|
|
2020
Q3 | $202K | Buy |
+35,437
| New | +$202K | ﹤0.01% | 1290 |
|