Kestra Advisory Services’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41M | Buy |
49,302
+15,990
| +48% | +$1.43M | 0.02% | 700 |
|
|
2025
Q1 | $2.53M | Sell |
33,312
-661
| -2% | -$50.1K | 0.01% | 886 |
|
|
2024
Q4 | $2.63M | Buy |
33,973
+1,469
| +5% | +$114K | 0.01% | 865 |
|
|
2024
Q3 | $2.37M | Buy |
32,504
+4,793
| +17% | +$350K | 0.01% | 873 |
|
|
2024
Q2 | $1.67M | Sell |
27,711
-6,184
| -18% | -$373K | 0.01% | 1056 |
|
|
2024
Q1 | $2.14M | Buy |
33,895
+570
| +2% | +$36K | 0.01% | 844 |
|
|
2023
Q4 | $1.94M | Sell |
33,325
-3,306
| -9% | -$192K | 0.02% | 807 |
|
|
2023
Q3 | $1.78M | Buy |
36,631
+10,243
| +39% | +$498K | 0.02% | 731 |
|
|
2023
Q2 | $1.32M | Buy |
26,388
+11,074
| +72% | +$552K | 0.01% | 849 |
|
|
2023
Q1 | $837K | Sell |
15,314
-4,087
| -21% | -$223K | 0.01% | 1026 |
|
|
2022
Q4 | $1.19M | Buy |
19,401
+11,564
| +148% | +$709K | 0.01% | 979 |
|
|
2022
Q3 | $444K | Sell |
7,837
-29
| -0.4% | -$1.64K | ﹤0.01% | 1386 |
|
|
2022
Q2 | $400K | Buy |
7,866
+600
| +8% | +$30.5K | ﹤0.01% | 1453 |
|
|
2022
Q1 | $432K | Buy |
7,266
+24
| +0.3% | +$1.43K | ﹤0.01% | 1372 |
|
|
2021
Q4 | $507K | Buy |
7,242
+816
| +13% | +$57.1K | 0.01% | 1313 |
|
|
2021
Q3 | $413K | Buy |
6,426
+648
| +11% | +$41.6K | ﹤0.01% | 1488 |
|
|
2021
Q2 | $339K | Sell |
5,778
-2,484
| -30% | -$146K | ﹤0.01% | 1497 |
|
|
2021
Q1 | $406K | Buy |
8,262
+1,167
| +16% | +$57.3K | 0.01% | 1289 |
|
|
2020
Q4 | $308K | Buy |
7,095
+7,032
| +11,162% | +$305K | ﹤0.01% | 1459 |
|
|
2020
Q3 | $225K | Buy |
+63
| New | +$225K | ﹤0.01% | 1240 |
|