KA
Kovack Advisors’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.26M | Sell |
9,639
-184
| -2% | -$139K | 0.71% | 25 |
|
|
2025
Q1 | $6.16M | Buy |
9,823
+194
| +2% | +$122K | 0.65% | 29 |
|
|
2024
Q4 | $6.78M | Sell |
9,629
-122
| -1% | -$85.9K | 0.67% | 29 |
|
|
2024
Q3 | $7.9M | Sell |
9,751
-91
| -0.9% | -$73.7K | 0.84% | 21 |
|
|
2024
Q2 | $6.37M | Sell |
9,842
-11
| -0.1% | -$7.11K | 0.7% | 24 |
|
|
2024
Q1 | $7.1M | Sell |
9,853
-1,085
| -10% | -$782K | 0.86% | 14 |
|
|
2023
Q4 | $6.27M | Buy |
10,938
+769
| +8% | +$441K | 0.75% | 18 |
|
|
2023
Q3 | $4.52M | Buy |
10,169
+3,904
| +62% | +$1.74M | 0.63% | 23 |
|
|
2023
Q2 | $2.79M | Buy |
6,265
+5,546
| +771% | +$2.47M | 0.36% | 53 |
|
|
2023
Q1 | $285K | Buy |
719
+88
| +14% | +$34.8K | 0.04% | 422 |
|
|
2022
Q4 | $224K | Buy |
+631
| New | +$224K | 0.03% | 492 |
|
|
2022
Q2 | – | Sell |
-706
| Closed | -$250K | – | 710 |
|
|
2022
Q1 | $250K | Sell |
706
-193
| -21% | -$68.3K | 0.03% | 585 |
|
|
2021
Q4 | $299K | Buy |
899
+51
| +6% | +$17K | 0.03% | 532 |
|
|
2021
Q3 | $298K | Sell |
848
-426
| -33% | -$150K | 0.03% | 530 |
|
|
2021
Q2 | $406K | Buy |
1,274
+260
| +26% | +$82.9K | 0.05% | 410 |
|
|
2021
Q1 | $334K | Buy |
+1,014
| New | +$334K | 0.04% | 419 |
|
|
2018
Q4 | – | Sell |
-2,184
| Closed | -$357K | – | 465 |
|
|
2018
Q3 | $357K | Buy |
2,184
+239
| +12% | +$39.1K | 0.09% | 261 |
|
|
2018
Q2 | $287K | Buy |
+1,945
| New | +$287K | 0.08% | 279 |
|