Kestra Advisory Services’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63M | Buy |
7,475
+180
| +2% | +$136K | 0.03% | 579 |
|
|
2025
Q1 | $4.57M | Sell |
7,295
-522
| -7% | -$327K | 0.02% | 611 |
|
|
2024
Q4 | $5.51M | Buy |
7,817
+1,063
| +16% | +$749K | 0.03% | 537 |
|
|
2024
Q3 | $5.47M | Sell |
6,754
-964
| -12% | -$781K | 0.03% | 558 |
|
|
2024
Q2 | $4.44M | Buy |
7,718
+545
| +8% | +$314K | 0.02% | 629 |
|
|
2024
Q1 | $5.17M | Buy |
7,173
+1,945
| +37% | +$1.4M | 0.03% | 506 |
|
|
2023
Q4 | $3M | Buy |
5,228
+256
| +5% | +$147K | 0.02% | 638 |
|
|
2023
Q3 | $2.21M | Buy |
4,972
+1,380
| +38% | +$614K | 0.02% | 648 |
|
|
2023
Q2 | $1.6M | Buy |
3,592
+559
| +18% | +$249K | 0.02% | 767 |
|
|
2023
Q1 | $1.2M | Sell |
3,033
-961
| -24% | -$380K | 0.01% | 861 |
|
|
2022
Q4 | $1.42M | Sell |
3,994
-868
| -18% | -$309K | 0.01% | 895 |
|
|
2022
Q3 | $1.31M | Buy |
4,862
+300
| +7% | +$81K | 0.01% | 841 |
|
|
2022
Q2 | $1.11M | Buy |
4,562
+934
| +26% | +$227K | 0.01% | 932 |
|
|
2022
Q1 | $1.29M | Buy |
3,628
+361
| +11% | +$128K | 0.01% | 847 |
|
|
2021
Q4 | $1.09M | Buy |
3,267
+119
| +4% | +$39.6K | 0.01% | 943 |
|
|
2021
Q3 | $1.11M | Sell |
3,148
-23
| -0.7% | -$8.07K | 0.01% | 967 |
|
|
2021
Q2 | $1.01M | Buy |
3,171
+46
| +1% | +$14.7K | 0.01% | 935 |
|
|
2021
Q1 | $1.03M | Buy |
3,125
+38
| +1% | +$12.5K | 0.01% | 850 |
|
|
2020
Q4 | $710K | Buy |
3,087
+3,062
| +12,248% | +$704K | 0.01% | 1031 |
|
|
2020
Q3 | $383K | Buy |
+25
| New | +$383K | 0.01% | 998 |
|