Kestra Advisory Services’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $115K | Sell |
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|
2025
Q2 | $731K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $144K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $176K | Sell |
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|
2023
Q2 | $183K | Sell |
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|
2023
Q1 | $174K | Sell |
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|
2022
Q4 | $126K | Buy |
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|
2022
Q3 | $128K | Sell |
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|
2022
Q2 | $167K | Buy |
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|
2022
Q1 | $189K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $294K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $460K | Buy |
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|
2020
Q3 | $210K | Buy |
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