Kestra Private Wealth Services’s BlackBerry BB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $79.5K | Sell |
17,350
-24,000
| -58% | -$110K | ﹤0.01% | 1556 |
|
2025
Q1 | $156K | Buy |
41,350
+28,200
| +214% | +$106K | ﹤0.01% | 1414 |
|
2024
Q4 | $49.7K | Sell |
13,150
-48,015
| -79% | -$181K | ﹤0.01% | 1384 |
|
2024
Q3 | $160K | Buy |
61,165
+4,015
| +7% | +$10.5K | ﹤0.01% | 1288 |
|
2024
Q2 | $142K | Buy |
57,150
+2,890
| +5% | +$7.17K | ﹤0.01% | 1265 |
|
2024
Q1 | $150K | Buy |
54,260
+500
| +0.9% | +$1.38K | ﹤0.01% | 1216 |
|
2023
Q4 | $190K | Buy |
53,760
+2,500
| +5% | +$8.85K | ﹤0.01% | 1109 |
|
2023
Q3 | $241K | Buy |
51,260
+2,000
| +4% | +$9.42K | 0.01% | 962 |
|
2023
Q2 | $272K | Buy |
49,260
+1,900
| +4% | +$10.5K | 0.01% | 851 |
|
2023
Q1 | $216K | Buy |
+47,360
| New | +$216K | 0.01% | 896 |
|
2021
Q1 | – | Sell |
-14,730
| Closed | -$98K | – | 804 |
|
2020
Q4 | $98K | Buy |
+14,730
| New | +$98K | 0.01% | 709 |
|