Kestra Private Wealth Services’s Opus Genetics, Inc. Common Stock IRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9K | Sell |
19,000
-29,341
| -61% | -$27.6K | ﹤0.01% | 1590 |
|
|
2025
Q1 | $47.5K | Hold |
48,341
| – | – | ﹤0.01% | 1471 |
|
|
2024
Q4 | $57.5K | Buy |
48,341
+6,000
| +14% | +$7.14K | ﹤0.01% | 1377 |
|
|
2024
Q3 | $55.5K | Hold |
42,341
| – | – | ﹤0.01% | 1328 |
|
|
2024
Q2 | $64.8K | Hold |
42,341
| – | – | ﹤0.01% | 1300 |
|
|
2024
Q1 | $85.1K | Hold |
42,341
| – | – | ﹤0.01% | 1243 |
|
|
2023
Q4 | $127K | Buy |
42,341
+32,341
| +323% | +$97.3K | ﹤0.01% | 1132 |
|
|
2023
Q3 | $33.5K | Hold |
10,000
| – | – | ﹤0.01% | 1141 |
|
|
2023
Q2 | $43.4K | Hold |
10,000
| – | – | ﹤0.01% | 1048 |
|
|
2023
Q1 | $37.5K | Buy |
+10,000
| New | +$37.5K | ﹤0.01% | 1024 |
|
|
2022
Q4 | – | Sell |
-10,000
| Closed | -$20K | – | 1004 |
|
|
2022
Q3 | $20K | Hold |
10,000
| – | – | ﹤0.01% | 884 |
|
|
2022
Q2 | $19K | Hold |
10,000
| – | – | ﹤0.01% | 898 |
|
|
2022
Q1 | $32K | Buy |
+10,000
| New | +$32K | ﹤0.01% | 960 |
|