Kestra Advisory Services’s ZIM Integrated Shipping Services ZIM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.83M	Buy	69,490 +1,876	+3%	+$46.7K	0.01%	1358
2025 Q4	$1.44M	Buy	67,614 +7,152	+12%	+$120K	0.01%	1424
2025 Q3	$819K	Sell	60,462 -43	-0.1%	-$653	﹤0.01%	1722
2025 Q2	$974K	Buy	60,505 +4,079	+7%	+$64.2K	﹤0.01%	1497
2025 Q1	$823K	Buy	56,426 +6,756	+14%	+$127K	﹤0.01%	1503
2024 Q4	$1.07M	Buy	49,670 +18,351	+59%	+$403K	0.01%	1379
2024 Q3	$804K	Sell	31,319 -713	-2%	-$13.9K	﹤0.01%	1463
2024 Q2	$710K	Buy	32,032 +1,509	+5%	+$24.4K	﹤0.01%	1538
2024 Q1	$309K	Sell	30,523 -3,181	-9%	-$38.6K	﹤0.01%	1976
2023 Q4	$333K	Buy	33,704 +2,702	+9%	+$22.7K	﹤0.01%	1779
2023 Q3	$324K	Buy	31,002 +614	+2%	+$7.81K	﹤0.01%	1613
2023 Q2	$377K	Buy	30,388 +9,628	+46%	+$155K	﹤0.01%	1470
2023 Q1	$490K	Buy	20,760 +1,181	+6%	+$24.8K	0.01%	1295
2022 Q4	$337K	Buy	19,579 +6,323	+48%	+$141K	﹤0.01%	1658
2022 Q3	$312K	Buy	13,256 +7,744	+140%	+$320K	﹤0.01%	1576
2022 Q2	$260K	Buy	5,512 +1,705	+45%	+$100K	﹤0.01%	1721
2022 Q1	$277K	Sell	3,807 -20,616	-84%	-$1.43M	﹤0.01%	1640
2021 Q4	$1.44M	Buy	24,423 +5,137	+27%	+$263K	0.01%	825
2021 Q3	$978K	Buy	+19,286	New	+$901K	0.01%	1032