Kestra Private Wealth Services’s Limbach Holdings LMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Buy |
+4,235
| New | +$593K | 0.01% | 947 |
|
|
2025
Q1 | – | Sell |
-11,563
| Closed | -$989K | – | 1537 |
|
|
2024
Q4 | $989K | Buy |
11,563
+3,075
| +36% | +$263K | 0.02% | 654 |
|
|
2024
Q3 | $643K | Buy |
8,488
+300
| +4% | +$22.7K | 0.01% | 772 |
|
|
2024
Q2 | $466K | Buy |
8,188
+656
| +9% | +$37.3K | 0.01% | 861 |
|
|
2024
Q1 | $312K | Buy |
+7,532
| New | +$312K | 0.01% | 996 |
|