Dakota Wealth Management’s Stride LRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Sell |
2,234
-235
| -10% | -$34.1K | 0.01% | 594 |
|
|
2025
Q1 | $312K | Sell |
2,469
-601
| -20% | -$76K | 0.01% | 601 |
|
|
2024
Q4 | $319K | Buy |
3,070
+121
| +4% | +$12.6K | 0.01% | 590 |
|
|
2024
Q3 | $252K | Sell |
2,949
-55
| -2% | -$4.69K | 0.01% | 630 |
|
|
2024
Q2 | $212K | Sell |
3,004
-255
| -8% | -$18K | 0.01% | 647 |
|
|
2024
Q1 | $205K | Buy |
+3,259
| New | +$205K | 0.01% | 667 |
|