Kestra Advisory Services’s Universal Display OLED Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,347	Closed	-$274K	–	4001
2025 Q4	$274K	Sell	2,347 -719	-23%	-$93.2K	﹤0.01%	2617
2025 Q3	$440K	Sell	3,066 -468	-13%	-$68K	﹤0.01%	2149
2025 Q2	$546K	Sell	3,534 -533	-13%	-$74.6K	﹤0.01%	1903
2025 Q1	$567K	Sell	4,067 -1,350	-25%	-$202K	﹤0.01%	1735
2024 Q4	$792K	Buy	5,417 +373	+7%	+$66.4K	﹤0.01%	1550
2024 Q3	$1.06M	Buy	5,044 +407	+9%	+$82.5K	0.01%	1293
2024 Q2	$975K	Sell	4,637 -390	-8%	-$68.6K	0.01%	1335
2024 Q1	$847K	Buy	5,027 +1,166	+30%	+$203K	0.01%	1341
2023 Q4	$738K	Buy	3,861 +168	+5%	+$27.8K	0.01%	1279
2023 Q3	$580K	Sell	3,693 -38	-1%	-$5.77K	0.01%	1277
2023 Q2	$538K	Sell	3,731 -291	-7%	-$41.7K	0.01%	1291
2023 Q1	$624K	Buy	4,022 +244	+6%	+$32.8K	0.01%	1165
2022 Q4	$408K	Buy	+3,778	New	+$396K	﹤0.01%	1530
2021 Q4	–	Sell	-1,435	Closed	-$245K	–	2144
2021 Q3	$245K	Buy	1,435 +106	+8%	+$22K	﹤0.01%	1833
2021 Q2	$295K	Buy	+1,329	New	+$291K	﹤0.01%	1573
2021 Q1	–	Sell	-1,872	Closed	-$433K	–	1990
2020 Q4	$433K	Buy	+1,872	New	+$400K	0.01%	1281