AFAS
Acorn Financial Advisory Services’s LendingTree TREE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
6,303
-203
| -3% | -$7.53K | 0.04% | 178 |
|
|
2025
Q1 | $327K | Sell |
6,506
-1,499
| -19% | -$75.4K | 0.06% | 137 |
|
|
2024
Q4 | $310K | Sell |
8,005
-241
| -3% | -$9.34K | 0.05% | 159 |
|
|
2024
Q3 | $479K | Sell |
8,246
-3,480
| -30% | -$202K | 0.08% | 114 |
|
|
2024
Q2 | $488K | Sell |
11,726
-21
| -0.2% | -$873 | 0.09% | 108 |
|
|
2024
Q1 | $497K | Sell |
11,747
-1,272
| -10% | -$53.9K | 0.09% | 110 |
|
|
2023
Q4 | $395K | Sell |
13,019
-16
| -0.1% | -$485 | 0.07% | 168 |
|
|
2023
Q3 | $202K | Buy |
13,035
+1,294
| +11% | +$20.1K | 0.04% | 234 |
|
|
2023
Q2 | $260K | Buy |
11,741
+32
| +0.3% | +$708 | 0.05% | 207 |
|
|
2023
Q1 | $312K | Buy |
+11,709
| New | +$312K | 0.06% | 174 |
|
|
2022
Q2 | – | Sell |
-3,552
| Closed | -$425K | – | 225 |
|
|
2022
Q1 | $425K | Sell |
3,552
-58
| -2% | -$6.94K | 0.09% | 147 |
|
|
2021
Q4 | $443K | Buy |
3,610
+632
| +21% | +$77.6K | 0.09% | 147 |
|
|
2021
Q3 | $416K | Buy |
2,978
+891
| +43% | +$124K | 0.13% | 146 |
|
|
2021
Q2 | $442K | Hold |
2,087
| – | – | 0.13% | 154 |
|
|
2021
Q1 | $445K | Buy |
2,087
+839
| +67% | +$179K | 0.16% | 135 |
|
|
2020
Q4 | $342K | Sell |
1,248
-31
| -2% | -$8.5K | 0.13% | 165 |
|
|
2020
Q3 | $393K | Buy |
1,279
+184
| +17% | +$56.5K | 0.21% | 126 |
|
|
2020
Q2 | $317K | Hold |
1,095
| – | – | 0.22% | 141 |
|
|
2020
Q1 | $201K | Sell |
1,095
-53
| -5% | -$9.73K | 0.2% | 154 |
|
|
2019
Q4 | $348K | Buy |
+1,148
| New | +$348K | 0.29% | 118 |
|