Kestra Advisory Services’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Buy |
20,843
+3,704
| +22% | +$46.5K | ﹤0.01% | 2454 |
|
|
2025
Q1 | $241K | Buy |
17,139
+2,340
| +16% | +$32.9K | ﹤0.01% | 2336 |
|
|
2024
Q4 | $232K | Sell |
14,799
-189
| -1% | -$2.96K | ﹤0.01% | 2389 |
|
|
2024
Q3 | $265K | Buy |
14,988
+2,954
| +25% | +$52.3K | ﹤0.01% | 2167 |
|
|
2024
Q2 | $200K | Buy |
12,034
+183
| +2% | +$3.05K | ﹤0.01% | 2405 |
|
|
2024
Q1 | $219K | Sell |
11,851
-1,056
| -8% | -$19.5K | ﹤0.01% | 2217 |
|
|
2023
Q4 | $210K | Buy |
+12,907
| New | +$210K | ﹤0.01% | 2084 |
|
|
2023
Q1 | – | Sell |
-13,877
| Closed | -$220K | – | 2315 |
|
|
2022
Q4 | $220K | Buy |
+13,877
| New | +$220K | ﹤0.01% | 1960 |
|