Kestra Advisory Services’s Verisk Analytics VRSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Sell
5,042
-61
-1% -$19K 0.01% 1209
2025
Q1
$1.52M Sell
5,103
-1,244
-20% -$370K 0.01% 1124
2024
Q4
$1.75M Sell
6,347
-563
-8% -$155K 0.01% 1071
2024
Q3
$1.85M Buy
6,910
+74
+1% +$19.8K 0.01% 987
2024
Q2
$1.84M Buy
6,836
+334
+5% +$90K 0.01% 1002
2024
Q1
$1.53M Buy
6,502
+319
+5% +$75.2K 0.01% 1000
2023
Q4
$1.48M Buy
6,183
+45
+0.7% +$10.7K 0.01% 948
2023
Q3
$1.45M Buy
6,138
+556
+10% +$131K 0.01% 822
2023
Q2
$1.26M Buy
5,582
+699
+14% +$158K 0.01% 869
2023
Q1
$937K Sell
4,883
-5,616
-53% -$1.08M 0.01% 979
2022
Q4
$1.85M Buy
10,499
+2,367
+29% +$418K 0.02% 780
2022
Q3
$1.39M Buy
8,132
+599
+8% +$102K 0.01% 819
2022
Q2
$1.3M Sell
7,533
-447
-6% -$77.4K 0.01% 848
2022
Q1
$1.71M Buy
7,980
+551
+7% +$118K 0.02% 731
2021
Q4
$1.7M Buy
7,429
+602
+9% +$138K 0.02% 756
2021
Q3
$1.37M Buy
6,827
+1,291
+23% +$259K 0.01% 862
2021
Q2
$967K Buy
5,536
+318
+6% +$55.5K 0.01% 963
2021
Q1
$922K Buy
5,218
+3,514
+206% +$621K 0.01% 909
2020
Q4
$351K Buy
1,704
+1,687
+9,924% +$347K ﹤0.01% 1388
2020
Q3
$233K Buy
+17
New +$233K ﹤0.01% 1221