Kestra Advisory Services’s Standard Lithium SLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
125,705
+50,200
| +66% | +$98.4K | ﹤0.01% | 2504 |
|
|
2025
Q1 | $95.9K | Buy |
+75,505
| New | +$95.9K | ﹤0.01% | 2593 |
|
|
2024
Q1 | – | Sell |
-11,505
| Closed | -$23.2K | – | 2523 |
|
|
2023
Q4 | $23.2K | Buy |
+11,505
| New | +$23.2K | ﹤0.01% | 2245 |
|
|
2022
Q4 | – | Sell |
-12,955
| Closed | -$56K | – | 2337 |
|
|
2022
Q3 | $56K | Sell |
12,955
-600
| -4% | -$2.59K | ﹤0.01% | 2021 |
|
|
2022
Q2 | $57K | Buy |
+13,555
| New | +$57K | ﹤0.01% | 2031 |
|
|
2022
Q1 | – | Sell |
-14,883
| Closed | -$146K | – | 2116 |
|
|
2021
Q4 | $146K | Buy |
+14,883
| New | +$146K | ﹤0.01% | 1914 |
|