Kestra Advisory Services’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.6M | Buy |
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|
2025
Q2 | $4.41M | Buy |
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|
2025
Q1 | $2.53M | Sell |
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|
2024
Q4 | $2.63M | Buy |
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|
2024
Q3 | $2.37M | Buy |
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|
2024
Q2 | $1.67M | Sell |
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|
2024
Q1 | $2.14M | Buy |
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|
2023
Q4 | $1.94M | Sell |
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|
2023
Q3 | $1.78M | Buy |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $837K | Sell |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $444K | Sell |
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|
2022
Q2 | $400K | Buy |
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|
2022
Q1 | $432K | Buy |
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|
2021
Q4 | $507K | Buy |
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|
2021
Q3 | $413K | Buy |
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|
2021
Q2 | $339K | Sell |
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|
2021
Q1 | $406K | Buy |
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|
2020
Q4 | $308K | Buy |
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|
2020
Q3 | $225K | Buy |
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