AE Wealth Management’s Sterling Capital Focus Equity ETF LCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.5M | Sell |
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|
2025
Q2 | $2.75M | Sell |
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|
2025
Q1 | $2.53M | Sell |
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|
2024
Q4 | $3M | Sell |
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|
2024
Q3 | $3.1M | Sell |
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|
2024
Q2 | $3.55M | Buy |
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|
2024
Q1 | $4.01M | Sell |
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|
2023
Q4 | $44.6M | Sell |
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|
2023
Q3 | $37.1M | Sell |
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|
2023
Q2 | $41.5M | Sell |
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|
2023
Q1 | $37.3M | Sell |
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|
2022
Q4 | $32.7M | Sell |
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|
2022
Q3 | $31.1M | Buy |
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|
2022
Q2 | $31.9M | Buy |
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|
2022
Q1 | $40.4M | Buy |
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|
2021
Q4 | $39M | Buy |
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|
2021
Q3 | $7.42M | Buy |
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|
2021
Q2 | $6.49M | Sell |
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|
2021
Q1 | $12.1M | Buy |
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|
2020
Q4 | $8.59M | Buy |
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|
2020
Q3 | $1.56M | Buy |
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