Balanced Rock Investment Advisors’s Lindblad Expeditions LIND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Sell |
15,159
-8,295
| -35% | -$96.8K | 0.14% | 96 |
|
|
2025
Q1 | $217K | Sell |
23,454
-240
| -1% | -$2.23K | 0.17% | 83 |
|
|
2024
Q4 | $281K | Sell |
23,694
-6,502
| -22% | -$77.1K | 0.22% | 72 |
|
|
2024
Q3 | $279K | Sell |
30,196
-1,869
| -6% | -$17.3K | 0.22% | 75 |
|
|
2024
Q2 | $309K | Sell |
32,065
-1,160
| -3% | -$11.2K | 0.26% | 67 |
|
|
2024
Q1 | $310K | Sell |
33,225
-541
| -2% | -$5.05K | 0.26% | 68 |
|
|
2023
Q4 | $381K | Buy |
+33,766
| New | +$381K | 0.34% | 68 |
|