Kingswood Wealth Advisors’s Marathon Digital Holdings MARA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-10,631
| Closed | -$122K | – | 774 |
|
2025
Q1 | $122K | Sell |
10,631
-3,950
| -27% | -$45.4K | 0.01% | 699 |
|
2024
Q4 | $245K | Sell |
14,581
-43,240
| -75% | -$725K | 0.02% | 678 |
|
2024
Q3 | $938K | Sell |
57,821
-8,740
| -13% | -$142K | 0.07% | 307 |
|
2024
Q2 | $1.32M | Buy |
66,561
+1,845
| +3% | +$36.6K | 0.12% | 185 |
|
2024
Q1 | $1.46M | Sell |
64,716
-8,660
| -12% | -$196K | 0.17% | 147 |
|
2023
Q4 | $1.72M | Sell |
73,376
-10,285
| -12% | -$242K | 0.2% | 122 |
|
2023
Q3 | $711K | Buy |
83,661
+2,181
| +3% | +$18.5K | 0.12% | 189 |
|
2023
Q2 | $1.13M | Buy |
+81,480
| New | +$1.13M | 0.36% | 70 |
|