Kestra Private Wealth Services’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
9,560
+2,189
| +30% | +$268K | 0.02% | 677 |
|
|
2025
Q1 | $672K | Sell |
7,371
-5,452
| -43% | -$497K | 0.01% | 835 |
|
|
2024
Q4 | $1.48M | Buy |
12,823
+1,631
| +15% | +$188K | 0.03% | 521 |
|
|
2024
Q3 | $1.33M | Buy |
11,192
+1,584
| +16% | +$188K | 0.02% | 528 |
|
|
2024
Q2 | $1.33M | Buy |
9,608
+7,008
| +270% | +$966K | 0.03% | 492 |
|
|
2024
Q1 | $297K | Buy |
+2,600
| New | +$297K | 0.01% | 1016 |
|