Kestra Investment Management’s Terex TEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5K Buy
+107
New +$5K ﹤0.01% 796
2025
Q1
Sell
-3,027
Closed -$140K 1370
2024
Q4
$140K Sell
3,027
-3,250
-52% -$150K 0.01% 400
2024
Q3
$332K Buy
+6,277
New +$332K 0.01% 258