Cahaba Wealth Management’s Fidelity Southern Corporation LION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-20,231
| Closed | -$626K | – | 78 |
|
|
2019
Q2 | $626K | Hold |
20,231
| – | – | 0.16% | 48 |
|
|
2019
Q1 | $554K | Sell |
20,231
-9,922
| -33% | -$272K | 0.15% | 49 |
|
|
2018
Q4 | $784K | Buy |
30,153
+150
| +0.5% | +$3.9K | 0.24% | 44 |
|
|
2018
Q3 | $728K | Sell |
30,003
-845
| -3% | -$20.5K | 0.24% | 37 |
|
|
2018
Q2 | $768K | Buy |
30,848
+159
| +0.5% | +$3.96K | 0.27% | 36 |
|
|
2018
Q1 | $687K | Sell |
30,689
-5,971
| -16% | -$134K | 0.27% | 34 |
|
|
2017
Q4 | $799K | Sell |
36,660
-3,665
| -9% | -$79.9K | 0.33% | 35 |
|
|
2017
Q3 | $953K | Buy |
+40,325
| New | +$953K | 0.44% | 30 |
|