Corient Private Wealth’s Solo Brands, Inc. SBDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-160,000
| Closed | -$182K | – | 2482 |
|
|
2024
Q4 | $182K | Hold |
160,000
| – | – | ﹤0.01% | 2139 |
|
|
2024
Q3 | $226K | Buy |
160,000
+60,000
| +60% | +$84.6K | ﹤0.01% | 2142 |
|
|
2024
Q2 | $228K | Buy |
+100,000
| New | +$228K | ﹤0.01% | 2049 |
|
|
2023
Q4 | – | Sell |
-20,000
| Closed | -$102K | – | 2380 |
|
|
2023
Q3 | $102K | Buy |
20,000
+10,000
| +100% | +$51K | ﹤0.01% | 2015 |
|
|
2023
Q2 | $56.6K | Hold |
10,000
| – | – | ﹤0.01% | 1998 |
|
|
2023
Q1 | $71.8K | Buy |
+10,000
| New | +$71.8K | ﹤0.01% | 1901 |
|