Kestra Private Wealth Services’s United States Lime & Minerals USLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,381
| Closed | -$582K | – | 1567 |
|
|
2024
Q4 | $582K | Sell |
4,381
-28
| -0.6% | -$3.72K | 0.01% | 862 |
|
|
2024
Q3 | $431K | Sell |
4,409
-381
| -8% | -$37.2K | 0.01% | 935 |
|
|
2024
Q2 | $349K | Sell |
4,790
-1,390
| -22% | -$101K | 0.01% | 982 |
|
|
2024
Q1 | $368K | Sell |
6,180
-1,090
| -15% | -$65K | 0.01% | 930 |
|
|
2023
Q4 | $335K | Sell |
7,270
-515
| -7% | -$23.7K | 0.01% | 899 |
|
|
2023
Q3 | $313K | Buy |
+7,785
| New | +$313K | 0.01% | 856 |
|