Empirical Wealth Management’s Luther Burbank Corporation Common Stock LBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-14,430
Closed -$155K 551
2023
Q4
$155K Buy
14,430
+830
+6% +$7.5K 0.01% 482
2023
Q3
$114K Buy
13,600
+3,390
+33% +$31.5K ﹤0.01% 453
2023
Q2
$91.1K Buy
+10,210
New +$92.5K ﹤0.01% 451

Empirical Wealth Management's LBC Position: Q1 2024 in Review

Empirical Wealth Management sold out of Luther Burbank Corporation Common Stock (LBC) in Q1 2024, closing a stake of 14,430 shares — an estimated $155K sold.

Empirical Wealth Management first reported a position in LBC in Q2 2023 and held it in 3 quarters. The position peaked at $155K in Q4 2023. 0 funds tracked by Wall St. Rank hold LBC as of Q1 2024.

  • Empirical Wealth Management reported no remaining Luther Burbank Corporation Common Stock position as of Q1 2024 after selling out during the quarter.
  • Empirical Wealth Management sold 14,430 Luther Burbank Corporation Common Stock shares in Q1 2024, an estimated $155K.
  • Empirical Wealth Management first reported a position in Luther Burbank Corporation Common Stock in Q2 2023 and held it in 3 quarters.
  • Empirical Wealth Management's Luther Burbank Corporation Common Stock position peaked at $155K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Luther Burbank Corporation Common Stock as of Q1 2024.

Based on Empirical Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.