KIM
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Kestra Investment Management’s Broadridge BR Stock Holding History

Kestra Investment Management’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$150K Hold
620
– – ﹤0.01% 492
2025
Q1 		$150K Buy
620
+112
+22% +$27.2K ﹤0.01% 392
2024
Q4 		$115K Buy
+508
New +$115K ﹤0.01% 417