KWM
STK
Kingsview Wealth Management’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $893K | Buy |
29,367
+1,205
| +4% | +$36.6K | 0.02% | 616 |
|
|
2025
Q1 | $788K | Buy |
28,162
+1,110
| +4% | +$31.1K | 0.01% | 610 |
|
|
2024
Q4 | $864K | Hold |
27,052
| – | – | 0.02% | 586 |
|
|
2024
Q3 | $906K | Sell |
27,052
-184
| -0.7% | -$6.16K | 0.02% | 558 |
|
|
2024
Q2 | $907K | Sell |
27,236
-3,200
| -11% | -$107K | 0.02% | 537 |
|
|
2024
Q1 | $970K | Sell |
30,436
-2,441
| -7% | -$77.8K | 0.02% | 506 |
|
|
2023
Q4 | $1.04M | Buy |
32,877
+32
| +0.1% | +$1.01K | 0.03% | 460 |
|
|
2023
Q3 | $894K | Sell |
32,845
-97
| -0.3% | -$2.64K | 0.03% | 464 |
|
|
2023
Q2 | $1.01M | Buy |
32,942
+303
| +0.9% | +$9.29K | 0.04% | 405 |
|
|
2023
Q1 | $908K | Buy |
32,639
+216
| +0.7% | +$6.01K | 0.04% | 435 |
|
|
2022
Q4 | $753K | Hold |
32,423
| – | – | 0.03% | 408 |
|
|
2022
Q3 | $752K | Buy |
32,423
+2,700
| +9% | +$62.6K | 0.04% | 399 |
|
|
2022
Q2 | $745K | Buy |
29,723
+2,100
| +8% | +$52.6K | 0.04% | 445 |
|
|
2022
Q1 | $887K | Buy |
27,623
+3,165
| +13% | +$102K | 0.04% | 429 |
|
|
2021
Q4 | $905K | Buy |
24,458
+6,176
| +34% | +$229K | 0.04% | 432 |
|
|
2021
Q3 | $603K | Buy |
18,282
+780
| +4% | +$25.7K | 0.03% | 503 |
|
|
2021
Q2 | $616K | Buy |
17,502
+10,902
| +165% | +$384K | 0.03% | 505 |
|
|
2021
Q1 | $210K | Buy |
+6,600
| New | +$210K | 0.01% | 758 |
|