Cerity Partners’s LCI Industries LCII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
12,347
+4,953
| +67% | +$452K | ﹤0.01% | 1466 |
|
|
2025
Q1 | $646K | Buy |
7,394
+4,734
| +178% | +$414K | ﹤0.01% | 1626 |
|
|
2024
Q4 | $320K | Sell |
2,660
-205
| -7% | -$24.6K | ﹤0.01% | 2005 |
|
|
2024
Q3 | $345K | Buy |
+2,865
| New | +$345K | ﹤0.01% | 1971 |
|
|
2024
Q2 | – | Sell |
-3,179
| Closed | -$391K | – | 2319 |
|
|
2024
Q1 | $391K | Buy |
+3,179
| New | +$391K | ﹤0.01% | 1724 |
|
|
2018
Q1 | – | Sell |
-2,511
| Closed | -$326K | – | 558 |
|
|
2017
Q4 | $326K | Sell |
2,511
-730
| -23% | -$94.8K | 0.02% | 423 |
|
|
2017
Q3 | $375K | Buy |
+3,241
| New | +$375K | 0.03% | 378 |
|