Clearstead Advisors’s Stride LRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8K | Sell |
116
-48
| -29% | -$6.97K | ﹤0.01% | 1689 |
|
|
2025
Q1 | $20.7K | Buy |
164
+104
| +173% | +$13.2K | ﹤0.01% | 1413 |
|
|
2024
Q4 | $6.24K | Hold |
60
| – | – | ﹤0.01% | 1675 |
|
|
2024
Q3 | $5.12K | Hold |
60
| – | – | ﹤0.01% | 1706 |
|
|
2024
Q2 | $4.23K | Hold |
60
| – | – | ﹤0.01% | 1710 |
|
|
2024
Q1 | $4.24K | Hold |
60
| – | – | ﹤0.01% | 1197 |
|
|
2023
Q4 | $3.56K | Sell |
60
-60
| -50% | -$3.56K | ﹤0.01% | 1205 |
|
|
2023
Q3 | $5.4K | Buy |
120
+60
| +100% | +$2.7K | ﹤0.01% | 1227 |
|
|
2023
Q2 | $2.23K | Hold |
60
| – | – | ﹤0.01% | 1129 |
|
|
2023
Q1 | $2.36K | Hold |
60
| – | – | ﹤0.01% | 1112 |
|
|
2022
Q4 | $1.88K | Hold |
60
| – | – | ﹤0.01% | 1100 |
|
|
2022
Q3 | $3K | Buy |
60
+10
| +20% | +$500 | ﹤0.01% | 1035 |
|
|
2022
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 1111 |
|
|
2022
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 1209 |
|
|
2021
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 1112 |
|
|
2021
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 1131 |
|
|
2021
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 1056 |
|
|
2021
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 973 |
|
|
2020
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 933 |
|