KAS
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Kestra Advisory Services’s LendingTree TREE Stock Holding History

Kestra Advisory Services’s Portfolio TREE Stock Details TREE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,436
Closed -$273K – 2975
2025
Q1 		$273K Sell
5,436
-1,520
-22% -$76.4K ﹤0.01% 2235
2024
Q4 		$270K Buy
+6,956
New +$270K ﹤0.01% 2301