Kestra Advisory Services’s Universal Display OLED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Sell |
3,534
-533
| -13% | -$82.3K | ﹤0.01% | 1895 |
|
|
2025
Q1 | $567K | Sell |
4,067
-1,350
| -25% | -$188K | ﹤0.01% | 1735 |
|
|
2024
Q4 | $792K | Buy |
5,417
+373
| +7% | +$54.5K | ﹤0.01% | 1546 |
|
|
2024
Q3 | $1.06M | Buy |
5,044
+407
| +9% | +$85.4K | 0.01% | 1290 |
|
|
2024
Q2 | $975K | Sell |
4,637
-390
| -8% | -$82K | 0.01% | 1331 |
|
|
2024
Q1 | $847K | Buy |
5,027
+1,166
| +30% | +$196K | 0.01% | 1341 |
|
|
2023
Q4 | $738K | Buy |
3,861
+168
| +5% | +$32.1K | 0.01% | 1279 |
|
|
2023
Q3 | $580K | Sell |
3,693
-38
| -1% | -$5.97K | 0.01% | 1277 |
|
|
2023
Q2 | $538K | Sell |
3,731
-291
| -7% | -$41.9K | 0.01% | 1291 |
|
|
2023
Q1 | $624K | Buy |
4,022
+244
| +6% | +$37.8K | 0.01% | 1165 |
|
|
2022
Q4 | $408K | Buy |
+3,778
| New | +$408K | ﹤0.01% | 1530 |
|
|
2021
Q4 | – | Sell |
-1,435
| Closed | -$245K | – | 2144 |
|
|
2021
Q3 | $245K | Buy |
1,435
+106
| +8% | +$18.1K | ﹤0.01% | 1833 |
|
|
2021
Q2 | $295K | Buy |
+1,329
| New | +$295K | ﹤0.01% | 1573 |
|
|
2021
Q1 | – | Sell |
-1,872
| Closed | -$433K | – | 1990 |
|
|
2020
Q4 | $433K | Buy |
+1,872
| New | +$433K | 0.01% | 1281 |
|