Creative Planning’s LSI Industries LYTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
13,297
-4,290
| -24% | -$73K | ﹤0.01% | 3123 |
|
|
2025
Q1 | $299K | Buy |
17,587
+17,476
| +15,744% | +$297K | ﹤0.01% | 2745 |
|
|
2024
Q4 | $2.16K | Buy |
+111
| New | +$2.16K | ﹤0.01% | 3438 |
|
|
2020
Q3 | – | Sell |
-10,000
| Closed | -$65K | – | 1988 |
|
|
2020
Q2 | $65K | Buy |
+10,000
| New | +$65K | ﹤0.01% | 1697 |
|
|
2019
Q4 | – | Sell |
-53,644
| Closed | -$280K | – | 1923 |
|
|
2019
Q3 | $280K | Sell |
53,644
-20,825
| -28% | -$109K | ﹤0.01% | 1396 |
|
|
2019
Q2 | $272K | Buy |
74,469
+562
| +0.8% | +$2.05K | ﹤0.01% | 1423 |
|
|
2019
Q1 | $194K | Buy |
73,907
+13,537
| +22% | +$35.5K | ﹤0.01% | 1587 |
|
|
2018
Q4 | $191K | Buy |
60,370
+5,000
| +9% | +$15.8K | ﹤0.01% | 1507 |
|
|
2018
Q3 | $255K | Buy |
55,370
+14,000
| +34% | +$64.5K | ﹤0.01% | 1503 |
|
|
2018
Q2 | $221K | Sell |
41,370
-20,310
| -33% | -$108K | ﹤0.01% | 1560 |
|
|
2018
Q1 | $500K | Buy |
61,680
+13,205
| +27% | +$107K | ﹤0.01% | 1076 |
|
|
2017
Q4 | $334K | Buy |
48,475
+15,000
| +45% | +$103K | ﹤0.01% | 1289 |
|
|
2017
Q3 | $221K | Sell |
33,475
-10,975
| -25% | -$72.5K | ﹤0.01% | 1516 |
|
|
2017
Q2 | $402K | Hold |
44,450
| – | – | ﹤0.01% | 1124 |
|
|
2017
Q1 | $449K | Buy |
44,450
+43,475
| +4,459% | +$439K | ﹤0.01% | 1034 |
|
|
2016
Q4 | $9K | Hold |
975
| – | – | ﹤0.01% | 3552 |
|
|
2016
Q3 | $11K | Hold |
975
| – | – | ﹤0.01% | 3397 |
|
|
2016
Q2 | $11K | Hold |
975
| – | – | ﹤0.01% | 3142 |
|
|
2016
Q1 | $11K | Hold |
975
| – | – | ﹤0.01% | 3135 |
|
|
2015
Q4 | $12K | Hold |
975
| – | – | ﹤0.01% | 3137 |
|
|
2015
Q3 | $8K | Buy |
+975
| New | +$8K | ﹤0.01% | 3307 |
|
|
2015
Q2 | – | Sell |
-975
| Closed | -$8K | – | 2088 |
|
|
2015
Q1 | $8K | Hold |
975
| – | – | ﹤0.01% | 3258 |
|
|
2014
Q4 | $7K | Hold |
975
| – | – | ﹤0.01% | 3252 |
|
|
2014
Q3 | $6K | Hold |
975
| – | – | ﹤0.01% | 3149 |
|
|
2014
Q2 | $8K | Hold |
975
| – | – | ﹤0.01% | 2920 |
|
|
2014
Q1 | $8K | Hold |
975
| – | – | ﹤0.01% | 2806 |
|
|
2013
Q4 | $8K | Hold |
975
| – | – | ﹤0.01% | 2668 |
|
|
2013
Q3 | $8K | Hold |
975
| – | – | ﹤0.01% | 2555 |
|
|
2013
Q2 | $8K | Buy |
+975
| New | +$8K | ﹤0.01% | 2361 |
|