Coe Capital Management’s Ladenburg Thalmann Financial Services Inc LTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $237K | Hold |
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|
2019
Q3 | $161K | Hold |
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|
2019
Q2 | $233K | Hold |
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|
2019
Q1 | $192K | Hold |
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|
2018
Q4 | $158K | Hold |
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|
2018
Q3 | $184K | Sell |
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|
2018
Q2 | $775K | Buy |
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|
2018
Q1 | $222K | Hold |
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|
2017
Q4 | $214K | Hold |
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|
2017
Q3 | $196K | Hold |
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|
2017
Q2 | $169K | Hold |
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|
2017
Q1 | $168K | Sell |
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|
2016
Q4 | $203K | Hold |
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|
2016
Q3 | $192K | Hold |
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|
2016
Q2 | $196K | Hold |
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|
2016
Q1 | $208K | Sell |
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|
2015
Q4 | $541K | Sell |
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|
2015
Q3 | $700K | Buy |
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|
2015
Q2 | $651K | Sell |
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|
2015
Q1 | $1.17M | Sell |
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|
2014
Q4 | $1.45M | Sell |
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|
2014
Q3 | $1.79M | Sell |
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|
2014
Q2 | $1.61M | Sell |
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|
2014
Q1 | $1.84M | Buy |
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|
2013
Q4 | $1.22M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $156K | Buy |
|