Stratos Wealth Advisors’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-33,691
| Closed | -$1.56M | – | 741 |
|
|
2024
Q4 | $1.56M | Buy |
33,691
+733
| +2% | +$33.9K | 0.07% | 251 |
|
|
2024
Q3 | $1.74M | Buy |
32,958
+8,153
| +33% | +$431K | 0.08% | 262 |
|
|
2024
Q2 | $1.36M | Buy |
24,805
+2,984
| +14% | +$164K | 0.07% | 285 |
|
|
2024
Q1 | $1.41M | Buy |
+21,821
| New | +$1.41M | 0.08% | 259 |
|
|
2019
Q4 | – | Sell |
-7,932
| Closed | -$206K | – | 226 |
|
|
2019
Q3 | $206K | Buy |
7,932
+7
| +0.1% | +$182 | 0.08% | 240 |
|
|
2019
Q2 | $249K | Buy |
7,925
+7
| +0.1% | +$220 | 0.1% | 199 |
|
|
2019
Q1 | $254K | Buy |
+7,918
| New | +$254K | 0.14% | 175 |
|