AR
SBDS

Advisory Research’s Solo Brands, Inc. SBDS Stock Holding History

Advisory Research’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-63,856
Closed -$393K – 344
2023
Q4 		$393K Buy
63,856
+20,977
+49% +$129K 0.06% 269
2023
Q3 		$219K Sell
42,879
-124,172
-74% -$633K 0.03% 412
2023
Q2 		$946K Buy
167,051
+76,638
+85% +$434K 0.12% 208
2023
Q1 		$649K Buy
+90,413
New +$649K 0.11% 219