Kestra Advisory Services’s Presidio Property Trust SQFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,043
| Closed | -$11.7K | – | 2965 |
|
|
2025
Q1 | $11.7K | Sell |
2,043
-6,430
| -76% | -$37K | ﹤0.01% | 2700 |
|
|
2024
Q4 | $67.8K | Buy |
8,473
+6,430
| +315% | +$51.4K | ﹤0.01% | 2579 |
|
|
2024
Q3 | $14.7K | Sell |
2,043
-4,097
| -67% | -$29.4K | ﹤0.01% | 2525 |
|
|
2024
Q2 | $42.8K | Buy |
6,140
+4,097
| +201% | +$28.6K | ﹤0.01% | 2560 |
|
|
2024
Q1 | $24.9K | Buy |
+2,043
| New | +$24.9K | ﹤0.01% | 2426 |
|
|
2023
Q2 | – | Sell |
-1,735
| Closed | -$17.9K | – | 2183 |
|
|
2023
Q1 | $17.9K | Sell |
1,735
-2,298
| -57% | -$23.7K | ﹤0.01% | 2027 |
|
|
2022
Q4 | $38.3K | Sell |
4,033
-963
| -19% | -$9.15K | ﹤0.01% | 2191 |
|
|
2022
Q3 | $62K | Buy |
4,996
+977
| +24% | +$12.1K | ﹤0.01% | 2017 |
|
|
2022
Q2 | $128K | Sell |
4,019
-187
| -4% | -$5.96K | ﹤0.01% | 1959 |
|
|
2022
Q1 | $156K | Buy |
4,206
+363
| +9% | +$13.5K | ﹤0.01% | 1895 |
|
|
2021
Q4 | $150K | Buy |
3,843
+10
| +0.3% | +$390 | ﹤0.01% | 1912 |
|
|
2021
Q3 | $145K | Sell |
3,833
-84
| -2% | -$3.18K | ﹤0.01% | 2022 |
|
|
2021
Q2 | $154K | Buy |
+3,917
| New | +$154K | ﹤0.01% | 1916 |
|
|
2021
Q1 | – | Sell |
-2,020
| Closed | -$79K | – | 2049 |
|
|
2020
Q4 | $79K | Buy |
+2,020
| New | +$79K | ﹤0.01% | 1796 |
|