Dakota Wealth Management’s Logan Ridge Finance Corp LRFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Hold |
14,950
| – | – | 0.01% | 633 |
|
|
2025
Q1 | $329K | Hold |
14,950
| – | – | 0.01% | 587 |
|
|
2024
Q4 | $374K | Hold |
14,950
| – | – | 0.01% | 559 |
|
|
2024
Q3 | $371K | Sell |
14,950
-666
| -4% | -$16.5K | 0.01% | 548 |
|
|
2024
Q2 | $350K | Hold |
15,616
| – | – | 0.01% | 551 |
|
|
2024
Q1 | $351K | Hold |
15,616
| – | – | 0.01% | 553 |
|
|
2023
Q4 | $353K | Hold |
15,616
| – | – | 0.01% | 480 |
|
|
2023
Q3 | $324K | Hold |
15,616
| – | – | 0.01% | 473 |
|
|
2023
Q2 | $323K | Hold |
15,616
| – | – | 0.02% | 465 |
|
|
2023
Q1 | $325K | Hold |
15,616
| – | – | 0.02% | 449 |
|
|
2022
Q4 | $349K | Sell |
15,616
-21,714
| -58% | -$486K | 0.02% | 417 |
|
|
2022
Q3 | $670K | Buy |
37,330
+13,332
| +56% | +$239K | 0.05% | 282 |
|
|
2022
Q2 | $379K | Hold |
23,998
| – | – | 0.03% | 326 |
|
|
2022
Q1 | $542K | Buy |
+23,998
| New | +$542K | 0.04% | 275 |
|