B.O.S.S. Retirement Advisors’s Sterling Capital Focus Equity ETF LCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Sell |
129,867
-3,992
| -3% | -$126K | 1.03% | 22 |
|
|
2025
Q1 | $3.72M | Sell |
133,859
-12,238
| -8% | -$340K | 1.08% | 19 |
|
|
2024
Q4 | $4.34M | Buy |
146,097
+84,821
| +138% | +$2.52M | 1.21% | 18 |
|
|
2024
Q3 | $1.77M | Sell |
61,276
-15,415
| -20% | -$444K | 0.36% | 71 |
|
|
2024
Q2 | $2.07M | Buy |
+76,691
| New | +$2.07M | 0.53% | 57 |
|
|
2024
Q1 | – | Sell |
-224,029
| Closed | -$6.38M | – | 192 |
|
|
2023
Q4 | $6.38M | Buy |
224,029
+18,223
| +9% | +$519K | 1.24% | 11 |
|
|
2023
Q3 | $4.77M | Buy |
205,806
+12,710
| +7% | +$294K | 1.03% | 14 |
|
|
2023
Q2 | $4.98M | Buy |
193,096
+2,413
| +1% | +$62.2K | 1.06% | 13 |
|
|
2023
Q1 | $4.35M | Sell |
190,683
-3,863
| -2% | -$88K | 1.02% | 14 |
|
|
2022
Q4 | $3.86M | Buy |
+194,546
| New | +$3.86M | 0.99% | 13 |
|