Kestra Advisory Services’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $436K | Buy |
7,369
+286
| +4% | +$17.7K | ﹤0.01% | 2328 |
|
|
2025
Q4 | $378K | Buy |
7,083
+328
| +5% | +$16.6K | ﹤0.01% | 2355 |
|
|
2025
Q3 | $347K | Sell |
6,755
-3
| -0% | -$153 | ﹤0.01% | 2326 |
|
|
2025
Q2 | $316K | Buy |
6,758
+99
| +1% | +$4.14K | ﹤0.01% | 2308 |
|
|
2025
Q1 | $252K | Sell |
6,659
-101
| -1% | -$4.41K | ﹤0.01% | 2303 |
|
|
2024
Q4 | $312K | Sell |
6,760
-642
| -9% | -$33.5K | ﹤0.01% | 2188 |
|
|
2024
Q3 | $392K | Sell |
7,402
-2,261
| -23% | -$125K | ﹤0.01% | 1924 |
|
|
2024
Q2 | $530K | Buy |
9,663
+1,483
| +18% | +$88K | ﹤0.01% | 1733 |
|
|
2024
Q1 | $527K | Buy |
8,180
+430
| +6% | +$25.2K | ﹤0.01% | 1631 |
|
|
2023
Q4 | $445K | Buy |
7,750
+14
| +0.2% | +$724 | ﹤0.01% | 1595 |
|
|
2023
Q3 | $446K | Buy |
7,736
+254
| +3% | +$15.1K | ﹤0.01% | 1434 |
|
|
2023
Q2 | $448K | Sell |
7,482
-22
| -0.3% | -$1.09K | ﹤0.01% | 1385 |
|
|
2023
Q1 | $363K | Buy |
7,504
+188
| +3% | +$9.61K | ﹤0.01% | 1454 |
|
|
2022
Q4 | $313K | Sell |
7,316
-271
| -4% | -$10.9K | ﹤0.01% | 1716 |
|
|
2022
Q3 | $226K | Buy |
+7,587
| New | +$248K | ﹤0.01% | 1794 |
|
|
2022
Q2 | – | Sell |
-7,661
| Closed | -$273K | – | 2241 |
|
|
2022
Q1 | $273K | Buy |
7,661
+31
| +0.4% | +$1.28K | ﹤0.01% | 1648 |
|
|
2021
Q4 | $335K | Buy |
7,630
+37
| +0.5% | +$1.66K | ﹤0.01% | 1542 |
|
|
2021
Q3 | $320K | Buy |
7,593
+46
| +0.6% | +$2.18K | ﹤0.01% | 1628 |
|
|
2021
Q2 | $359K | Buy |
7,547
+11
| +0.1% | +$534 | ﹤0.01% | 1464 |
|
|
2021
Q1 | $347K | Sell |
7,536
-764
| -9% | -$31.3K | ﹤0.01% | 1372 |
|
|
2020
Q4 | $290K | Buy |
+8,300
| New | +$245K | ﹤0.01% | 1487 |
|
Other funds holding TEX
VPM
VCM
