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