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