Kestra Advisory Services’s Simpson Manufacturing SSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,251
| Closed | -$539K | – | 2881 |
|
|
2024
Q4 | $539K | Sell |
3,251
-52
| -2% | -$8.62K | ﹤0.01% | 1814 |
|
|
2024
Q3 | $632K | Sell |
3,303
-795
| -19% | -$152K | ﹤0.01% | 1614 |
|
|
2024
Q2 | $691K | Sell |
4,098
-2,088
| -34% | -$352K | ﹤0.01% | 1557 |
|
|
2024
Q1 | $1.27M | Buy |
6,186
+706
| +13% | +$145K | 0.01% | 1099 |
|
|
2023
Q4 | $1.08M | Sell |
5,480
-265
| -5% | -$52.5K | 0.01% | 1082 |
|
|
2023
Q3 | $861K | Buy |
5,745
+3,976
| +225% | +$596K | 0.01% | 1067 |
|
|
2023
Q2 | $245K | Buy |
+1,769
| New | +$245K | ﹤0.01% | 1777 |
|