Creative Planning’s LSI Industries LYTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $347K | Buy |
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|
2025
Q2 | $226K | Sell |
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|
2025
Q1 | $299K | Buy |
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|
2024
Q4 | $2.16K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $65K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $280K | Sell |
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|
2019
Q2 | $272K | Buy |
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|
2019
Q1 | $194K | Buy |
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|
2018
Q4 | $191K | Buy |
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|
2018
Q3 | $255K | Buy |
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|
2018
Q2 | $221K | Sell |
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|
2018
Q1 | $500K | Buy |
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|
2017
Q4 | $334K | Buy |
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|
2017
Q3 | $221K | Sell |
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|
2017
Q2 | $402K | Hold |
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|
2017
Q1 | $449K | Buy |
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|
2016
Q4 | $9K | Hold |
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|
2016
Q3 | $11K | Hold |
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|
2016
Q2 | $11K | Hold |
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|
2016
Q1 | $11K | Hold |
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|
2015
Q4 | $12K | Hold |
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|
2015
Q3 | $8K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $8K | Hold |
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|
2014
Q4 | $7K | Hold |
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|
2014
Q3 | $6K | Hold |
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|
2014
Q2 | $8K | Hold |
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|
2014
Q1 | $8K | Hold |
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|
2013
Q4 | $8K | Hold |
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|
2013
Q3 | $8K | Hold |
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|
2013
Q2 | $8K | Buy |
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