Kestra Advisory Services’s Adams Natural Resources Fund PEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $674K | Sell |
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|
2025
Q1 | $757K | Sell |
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|
2024
Q4 | $765K | Sell |
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|
2024
Q3 | $814K | Sell |
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|
2024
Q2 | $848K | Sell |
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|
2024
Q1 | $834K | Buy |
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|
2023
Q4 | $739K | Buy |
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|
2023
Q3 | $564K | Sell |
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|
2023
Q2 | $511K | Buy |
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|
2023
Q1 | $496K | Sell |
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|
2022
Q4 | $563K | Buy |
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|
2022
Q3 | $487K | Buy |
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|
2022
Q2 | $443K | Buy |
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