Kestra Private Wealth Services’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $453K | Sell |
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|
2025
Q2 | $474K | Sell |
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|
2025
Q1 | $373K | Sell |
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|
2024
Q4 | $895K | Sell |
|
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|
2024
Q3 | $782K | Buy |
|
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|
2024
Q2 | $668K | Sell |
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|
2024
Q1 | $656K | Buy |
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|
2023
Q4 | $457K | Sell |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $389K | Buy |
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|
2022
Q4 | $351K | Buy |
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|
2022
Q3 | $176K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $180K | Sell |
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|
2021
Q2 | $187K | Buy |
|