Kestra Private Wealth Services’s New York Times NYT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Hold
5,083
﹤0.01% 1309
2025
Q1
$252K Hold
5,083
﹤0.01% 1285
2024
Q4
$265K Hold
5,083
﹤0.01% 1178
2024
Q3
$283K Hold
5,083
0.01% 1104
2024
Q2
$260K Hold
5,083
0.01% 1098
2024
Q1
$220K Hold
5,083
0.01% 1138
2023
Q4
$249K Hold
5,083
0.01% 1029
2023
Q3
$209K Hold
5,083
0.01% 1016
2023
Q2
$200K Buy
+5,083
New +$200K 0.01% 971
2022
Q2
Sell
-5,545
Closed -$254K 982
2022
Q1
$254K Sell
5,545
-8
-0.1% -$366 0.01% 800
2021
Q4
$268K Buy
5,553
+8
+0.1% +$386 0.01% 813
2021
Q3
$273K Buy
5,545
+1
+0% +$49 0.02% 743
2021
Q2
$241K Hold
5,544
0.01% 746
2021
Q1
$281K Buy
5,544
+303
+6% +$15.4K 0.02% 620
2020
Q4
$270K Buy
5,241
+241
+5% +$12.4K 0.02% 586
2020
Q3
$214K Buy
+5,000
New +$214K 0.02% 582