BDO Wealth Advisors’s Fidelity Southern Corporation LION Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-6,966
Closed -$216K 675
2019
Q2
$216K Sell
6,966
-5,500
-44% -$160K 0.06% 186
2019
Q1
$341K Sell
12,466
-5,000
-29% -$149K 0.1% 130
2018
Q4
$454K Buy
17,466
+360
+2% +$8.48K 0.16% 101
2018
Q3
$424K Buy
17,106
+8,500
+99% +$211K 0.14% 103
2018
Q2
$219K Sell
8,606
-24,200
-74% -$584K 0.07% 152
2018
Q1
$757K Sell
32,806
-25,000
-43% -$587K 0.28% 68
2017
Q4
$1.26M Hold
57,806
0.57% 30
2017
Q3
$1.37M Hold
57,806
0.68% 22
2017
Q2
$1.32M Buy
+57,806
New +$1.28M 0.58% 33

BDO Wealth Advisors's LION Position: Q3 2019 in Review

BDO Wealth Advisors sold out of Fidelity Southern Corporation (LION) in Q3 2019, closing a stake of 6,966 shares — an estimated $216K sold.

BDO Wealth Advisors first reported a position in LION in Q2 2017 and held it in 9 quarters. The position peaked at $1.37M in Q3 2017. 0 funds tracked by Wall St. Rank hold LION as of Q3 2019.

  • BDO Wealth Advisors reported no remaining Fidelity Southern Corporation position as of Q3 2019 after selling out during the quarter.
  • BDO Wealth Advisors sold 6,966 Fidelity Southern Corporation shares in Q3 2019, an estimated $216K.
  • BDO Wealth Advisors first reported a position in Fidelity Southern Corporation in Q2 2017 and held it in 9 quarters.
  • BDO Wealth Advisors's Fidelity Southern Corporation position peaked at $1.37M in Q3 2017.
  • 0 funds tracked by Wall St. Rank held Fidelity Southern Corporation as of Q3 2019.

Based on BDO Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.