Bartlett & Co Wealth Management’s LSI Industries LYTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Sell |
26,696
-400
| -1% | -$6.8K | 0.01% | 345 |
|
|
2025
Q1 | $461K | Sell |
27,096
-4,235
| -14% | -$72K | 0.01% | 343 |
|
|
2024
Q4 | $608K | Sell |
31,331
-6,483
| -17% | -$126K | 0.01% | 301 |
|
|
2024
Q3 | $611K | Buy |
+37,814
| New | +$611K | 0.01% | 310 |
|
|
2024
Q2 | – | Sell |
-22,256
| Closed | -$337K | – | 1159 |
|
|
2024
Q1 | $337K | Hold |
22,256
| – | – | 0.01% | 384 |
|
|
2023
Q4 | $317K | Hold |
22,256
| – | – | 0.01% | 406 |
|
|
2023
Q3 | $353K | Hold |
22,256
| – | – | 0.01% | 376 |
|
|
2023
Q2 | $280K | Sell |
22,256
-2,000
| -8% | -$25.1K | ﹤0.01% | 412 |
|
|
2023
Q1 | $338K | Sell |
24,256
-2,000
| -8% | -$27.9K | 0.01% | 327 |
|
|
2022
Q4 | $321K | Hold |
26,256
| – | – | 0.01% | 336 |
|
|
2022
Q3 | $202K | Hold |
26,256
| – | – | ﹤0.01% | 372 |
|
|
2022
Q2 | $162K | Hold |
26,256
| – | – | ﹤0.01% | 397 |
|
|
2022
Q1 | $158K | Hold |
26,256
| – | – | ﹤0.01% | 413 |
|
|
2021
Q4 | $180K | Buy |
+26,256
| New | +$180K | ﹤0.01% | 397 |
|