Kestra Private Wealth Services’s Arm ARM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
7,354
+2,251
| +44% | +$364K | 0.02% | 673 |
|
|
2025
Q1 | $545K | Buy |
5,103
+862
| +20% | +$92.1K | 0.01% | 918 |
|
|
2024
Q4 | $523K | Sell |
4,241
-217
| -5% | -$26.8K | 0.01% | 895 |
|
|
2024
Q3 | $638K | Buy |
4,458
+1,071
| +32% | +$153K | 0.01% | 782 |
|
|
2024
Q2 | $554K | Buy |
3,387
+974
| +40% | +$159K | 0.01% | 786 |
|
|
2024
Q1 | $302K | Buy |
+2,413
| New | +$302K | 0.01% | 1012 |
|