Kestra Advisory Services’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $366K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $224K | Sell |
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|
2024
Q2 | $224K | Sell |
|
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|
2024
Q1 | $625K | Buy |
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|
2023
Q4 | $377K | Buy |
|
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|
2023
Q3 | $322K | Buy |
|
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|
2023
Q2 | $307K | Sell |
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|
2023
Q1 | $296K | Sell |
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|
2022
Q4 | $413K | Buy |
|
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|
2022
Q3 | $360K | Buy |
|
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|
2022
Q2 | $308K | Buy |
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|
2022
Q1 | $294K | Buy |
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|
2021
Q4 | $287K | Buy |
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|
2021
Q3 | $311K | Buy |
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|
2021
Q2 | $271K | Buy |
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|
2021
Q1 | $219K | Sell |
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|
2020
Q4 | $288K | Buy |
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