Kestra Advisory Services’s Shenandoah Telecom SHEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $272K | Buy |
19,892
+156
| +0.8% | +$2.13K | ﹤0.01% | 2420 |
|
2025
Q1 | $248K | Buy |
19,736
+826
| +4% | +$10.4K | ﹤0.01% | 2316 |
|
2024
Q4 | $238K | Buy |
18,910
+1,302
| +7% | +$16.4K | ﹤0.01% | 2377 |
|
2024
Q3 | $248K | Buy |
17,608
+328
| +2% | +$4.63K | ﹤0.01% | 2207 |
|
2024
Q2 | $282K | Hold |
17,280
| – | – | ﹤0.01% | 2143 |
|
2024
Q1 | $300K | Hold |
17,280
| – | – | ﹤0.01% | 1993 |
|
2023
Q4 | $374K | Hold |
17,280
| – | – | ﹤0.01% | 1706 |
|
2023
Q3 | $356K | Hold |
17,280
| – | – | ﹤0.01% | 1557 |
|
2023
Q2 | $336K | Buy |
17,280
+1,440
| +9% | +$28K | ﹤0.01% | 1541 |
|
2023
Q1 | $301K | Buy |
+15,840
| New | +$301K | ﹤0.01% | 1559 |
|