Kestra Investment Management’s Ferguson FERG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-118	Closed	-$20.6K	–	1074
2024 Q4	$20.6K	Sell	118 -1,337	-92%	-$233K	﹤0.01%	716
2024 Q3	$289K	Sell	1,455 -1,312	-47%	-$261K	0.01%	273
2024 Q2	$536K	Buy	+2,767	New	+$536K	0.04%	80