Kestra Private Wealth Services’s SOBR Safe SOBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-23
| Closed | -$1.5K | – | 1483 |
|
|
2024
Q3 | $1.5K | Sell |
23
-6
| -21% | -$390 | ﹤0.01% | 1367 |
|
|
2024
Q2 | $4.69K | Hold |
29
| – | – | ﹤0.01% | 1345 |
|
|
2024
Q1 | $13.1K | Hold |
29
| – | – | ﹤0.01% | 1291 |
|
|
2023
Q4 | $14.4K | Sell |
29
-1
| -3% | -$497 | ﹤0.01% | 1203 |
|
|
2023
Q3 | $36.2K | Hold |
30
| – | – | ﹤0.01% | 1136 |
|
|
2023
Q2 | $56K | Hold |
30
| – | – | ﹤0.01% | 1037 |
|
|
2023
Q1 | $73.1K | Buy |
+30
| New | +$73.1K | ﹤0.01% | 995 |
|