Kestra Private Wealth Services’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Sell |
4,807
-3,468
| -42% | -$431K | 0.01% | 945 |
|
|
2025
Q1 | $810K | Sell |
8,275
-307
| -4% | -$30.1K | 0.01% | 761 |
|
|
2024
Q4 | $928K | Sell |
8,582
-7,060
| -45% | -$763K | 0.02% | 678 |
|
|
2024
Q3 | $1.02M | Sell |
15,642
-631
| -4% | -$41.2K | 0.02% | 611 |
|
|
2024
Q2 | $924K | Buy |
16,273
+6,997
| +75% | +$398K | 0.02% | 599 |
|
|
2024
Q1 | $567K | Buy |
9,276
+5,628
| +154% | +$344K | 0.01% | 749 |
|
|
2023
Q4 | $277K | Sell |
3,648
-703
| -16% | -$53.3K | 0.01% | 988 |
|
|
2023
Q3 | $255K | Buy |
+4,351
| New | +$255K | 0.01% | 941 |
|
|
2022
Q3 | – | Sell |
-12,086
| Closed | -$1.01M | – | 964 |
|
|
2022
Q2 | $1.01M | Buy |
12,086
+43
| +0.4% | +$3.6K | 0.06% | 347 |
|
|
2022
Q1 | $1.99M | Buy |
12,043
+279
| +2% | +$46K | 0.1% | 225 |
|
|
2021
Q4 | $3.1M | Buy |
11,764
+528
| +5% | +$139K | 0.15% | 154 |
|
|
2021
Q3 | $3.59M | Buy |
11,236
+259
| +2% | +$82.6K | 0.2% | 125 |
|
|
2021
Q2 | $4.33M | Buy |
10,977
+3
| +0% | +$1.18K | 0.26% | 89 |
|
|
2021
Q1 | $3.74M | Sell |
10,974
-138
| -1% | -$47K | 0.26% | 90 |
|
|
2020
Q4 | $3.88M | Buy |
11,112
+1,112
| +11% | +$389K | 0.29% | 85 |
|
|
2020
Q3 | $2.47M | Buy |
+10,000
| New | +$2.47M | 0.21% | 109 |
|