Kestra Private Wealth Services’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Sell |
9,501
-1,767
| -16% | -$88.2K | 0.01% | 1056 |
|
|
2025
Q1 | $373K | Sell |
11,268
-12,038
| -52% | -$398K | 0.01% | 1093 |
|
|
2024
Q4 | $895K | Sell |
23,306
-88
| -0.4% | -$3.38K | 0.02% | 686 |
|
|
2024
Q3 | $782K | Buy |
23,394
+759
| +3% | +$25.4K | 0.01% | 690 |
|
|
2024
Q2 | $668K | Sell |
22,635
-311
| -1% | -$9.17K | 0.01% | 719 |
|
|
2024
Q1 | $656K | Buy |
22,946
+3,056
| +15% | +$87.4K | 0.01% | 693 |
|
|
2023
Q4 | $457K | Sell |
19,890
-540
| -3% | -$12.4K | 0.01% | 764 |
|
|
2023
Q3 | $415K | Sell |
20,430
-1,381
| -6% | -$28.1K | 0.01% | 738 |
|
|
2023
Q2 | $454K | Sell |
21,811
-625
| -3% | -$13K | 0.02% | 666 |
|
|
2023
Q1 | $389K | Buy |
22,436
+713
| +3% | +$12.4K | 0.02% | 678 |
|
|
2022
Q4 | $351K | Buy |
21,723
+7,728
| +55% | +$125K | 0.02% | 625 |
|
|
2022
Q3 | $176K | Buy |
+13,995
| New | +$176K | 0.01% | 802 |
|
|
2021
Q4 | – | Sell |
-13,526
| Closed | -$180K | – | 1001 |
|
|
2021
Q3 | $180K | Sell |
13,526
-394
| -3% | -$5.24K | 0.01% | 868 |
|
|
2021
Q2 | $187K | Buy |
+13,920
| New | +$187K | 0.01% | 817 |
|