Kestra Private Wealth Services’s Equinix EQIX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.03M | Buy |
1,301
+177
| +16% | +$141K | 0.01% | 733 |
|
2025
Q1 | $916K | Buy |
1,124
+377
| +50% | +$307K | 0.02% | 707 |
|
2024
Q4 | $704K | Sell |
747
-1,062
| -59% | -$1M | 0.01% | 774 |
|
2024
Q3 | $1.61M | Sell |
1,809
-134
| -7% | -$119K | 0.03% | 477 |
|
2024
Q2 | $1.47M | Buy |
1,943
+216
| +13% | +$163K | 0.03% | 468 |
|
2024
Q1 | $1.43M | Buy |
1,727
+216
| +14% | +$178K | 0.03% | 464 |
|
2023
Q4 | $1.22M | Buy |
+1,511
| New | +$1.22M | 0.03% | 473 |
|
2023
Q2 | – | Sell |
-1,507
| Closed | -$1.09M | – | 1103 |
|
2023
Q1 | $1.09M | Buy |
+1,507
| New | +$1.09M | 0.04% | 388 |
|
2022
Q4 | – | Sell |
-1,500
| Closed | -$853K | – | 928 |
|
2022
Q3 | $853K | Buy |
+1,500
| New | +$853K | 0.05% | 361 |
|
2021
Q4 | – | Sell |
-1,500
| Closed | -$1.19M | – | 1000 |
|
2021
Q3 | $1.19M | Hold |
1,500
| – | – | 0.07% | 313 |
|
2021
Q2 | $1.2M | Buy |
+1,500
| New | +$1.2M | 0.07% | 289 |
|
2021
Q1 | – | Sell |
-1,554
| Closed | -$1.09M | – | 816 |
|
2020
Q4 | $1.09M | Hold |
1,554
| – | – | 0.08% | 250 |
|
2020
Q3 | $1.18M | Buy |
+1,554
| New | +$1.18M | 0.1% | 211 |
|