Kestra Advisory Services’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.88M | Buy |
292,875
+28,861
| +11% | +$579K | 0.03% | 564 |
|
|
2025
Q1 | $5.22M | Buy |
264,014
+13,188
| +5% | +$261K | 0.03% | 564 |
|
|
2024
Q4 | $4.75M | Buy |
+250,826
| New | +$4.75M | 0.03% | 596 |
|
|
2024
Q3 | – | Sell |
-185,084
| Closed | -$3.59M | – | 2716 |
|
|
2024
Q2 | $3.59M | Buy |
185,084
+115,012
| +164% | +$2.23M | 0.02% | 705 |
|
|
2024
Q1 | $1.46M | Buy |
+70,072
| New | +$1.46M | 0.01% | 1020 |
|