Kestra Private Wealth Services’s Zillow ZG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
5,920
+628
| +12% | +$43K | 0.01% | 1128 |
|
|
2025
Q1 | $354K | Buy |
+5,292
| New | +$354K | 0.01% | 1117 |
|
|
2024
Q4 | – | Sell |
-3,309
| Closed | -$205K | – | 1496 |
|
|
2024
Q3 | $205K | Buy |
+3,309
| New | +$205K | ﹤0.01% | 1259 |
|
|
2024
Q1 | – | Sell |
-3,990
| Closed | -$226K | – | 1362 |
|
|
2023
Q4 | $226K | Buy |
+3,990
| New | +$226K | 0.01% | 1059 |
|