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