Kestra Advisory Services’s ProShares Ultra Financials UYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
2,632
+6
| +0.2% | +$573 | ﹤0.01% | 2486 |
|
|
2025
Q1 | $234K | Sell |
2,626
-153
| -6% | -$13.6K | ﹤0.01% | 2365 |
|
|
2024
Q4 | $237K | Buy |
2,779
+160
| +6% | +$13.7K | ﹤0.01% | 2379 |
|
|
2024
Q3 | $200K | Sell |
2,619
-647
| -20% | -$49.4K | ﹤0.01% | 2368 |
|
|
2024
Q2 | $209K | Buy |
3,266
+306
| +10% | +$19.6K | ﹤0.01% | 2370 |
|
|
2024
Q1 | $202K | Sell |
2,960
-13,075
| -82% | -$893K | ﹤0.01% | 2274 |
|
|
2023
Q4 | $885K | Buy |
16,035
+3
| +0% | +$166 | 0.01% | 1194 |
|
|
2023
Q3 | $699K | Buy |
16,032
+212
| +1% | +$9.25K | 0.01% | 1181 |
|
|
2023
Q2 | $722K | Sell |
15,820
-7
| -0% | -$319 | 0.01% | 1134 |
|
|
2023
Q1 | $669K | Sell |
15,827
-700
| -4% | -$29.6K | 0.01% | 1131 |
|
|
2022
Q4 | $754K | Sell |
16,527
-1,670
| -9% | -$76.2K | 0.01% | 1187 |
|
|
2022
Q3 | $691K | Buy |
18,197
+1,429
| +9% | +$54.3K | 0.01% | 1138 |
|
|
2022
Q2 | $724K | Sell |
16,768
-986
| -6% | -$42.6K | 0.01% | 1122 |
|
|
2022
Q1 | $1.12M | Buy |
17,754
+20
| +0.1% | +$1.26K | 0.01% | 907 |
|
|
2021
Q4 | $1.2M | Buy |
17,734
+253
| +1% | +$17.1K | 0.01% | 899 |
|
|
2021
Q3 | $1.11M | Buy |
17,481
+105
| +0.6% | +$6.66K | 0.01% | 964 |
|
|
2021
Q2 | $1.07M | Buy |
17,376
+230
| +1% | +$14.2K | 0.01% | 905 |
|
|
2021
Q1 | $905K | Buy |
17,146
+214
| +1% | +$11.3K | 0.01% | 919 |
|
|
2020
Q4 | $702K | Buy |
+16,932
| New | +$702K | 0.01% | 1038 |
|