Kestra Advisory Services’s Shake Shack SHAK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $405K | Buy |
2,881
+184
| +7% | +$25.9K | ﹤0.01% | 2108 |
|
2025
Q1 | $238K | Sell |
2,697
-325
| -11% | -$28.7K | ﹤0.01% | 2350 |
|
2024
Q4 | $392K | Sell |
3,022
-443
| -13% | -$57.5K | ﹤0.01% | 2029 |
|
2024
Q3 | $358K | Buy |
3,465
+848
| +32% | +$87.5K | ﹤0.01% | 1980 |
|
2024
Q2 | $236K | Sell |
2,617
-47
| -2% | -$4.23K | ﹤0.01% | 2282 |
|
2024
Q1 | $277K | Buy |
+2,664
| New | +$277K | ﹤0.01% | 2056 |
|