KIM
XYZ

Kestra Investment Management’s Block, Inc. XYZ Stock Holding History

Kestra Investment Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.04K Hold
56
– – ﹤0.01% 845
2025
Q1 		$3.04K Sell
56
-616
-92% -$33.5K ﹤0.01% 733
2024
Q4 		$57.1K Buy
+672
New +$57.1K ﹤0.01% 508