Envestnet Asset Management’s LHC Group LLC LHCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,408
| Closed | -$551K | – | 4175 |
|
|
2022
Q4 | $551K | Sell |
3,408
-11,379
| -77% | -$1.84M | ﹤0.01% | 3045 |
|
|
2022
Q3 | $2.42M | Sell |
14,787
-12,148
| -45% | -$1.99M | ﹤0.01% | 1967 |
|
|
2022
Q2 | $4.2M | Sell |
26,935
-36,301
| -57% | -$5.65M | ﹤0.01% | 1626 |
|
|
2022
Q1 | $10.7M | Buy |
63,236
+24,122
| +62% | +$4.07M | 0.01% | 1170 |
|
|
2021
Q4 | $5.37M | Buy |
39,114
+4,256
| +12% | +$584K | ﹤0.01% | 1566 |
|
|
2021
Q3 | $5.47M | Buy |
34,858
+2,159
| +7% | +$339K | ﹤0.01% | 1487 |
|
|
2021
Q2 | $6.55M | Buy |
32,699
+5,776
| +21% | +$1.16M | ﹤0.01% | 1360 |
|
|
2021
Q1 | $5.15M | Buy |
26,923
+3,327
| +14% | +$636K | ﹤0.01% | 1403 |
|
|
2020
Q4 | $5.03M | Sell |
23,596
-4,780
| -17% | -$1.02M | ﹤0.01% | 1272 |
|
|
2020
Q3 | $6.03M | Buy |
28,376
+1,109
| +4% | +$236K | 0.01% | 1058 |
|
|
2020
Q2 | $4.75M | Sell |
27,267
-7,720
| -22% | -$1.35M | ﹤0.01% | 1147 |
|
|
2020
Q1 | $4.91M | Sell |
34,987
-1,212
| -3% | -$170K | 0.01% | 1006 |
|
|
2019
Q4 | $4.99M | Buy |
36,199
+2,065
| +6% | +$284K | 0.01% | 1124 |
|
|
2019
Q3 | $3.88M | Sell |
34,134
-3,515
| -9% | -$399K | ﹤0.01% | 1185 |
|
|
2019
Q2 | $4.5M | Sell |
37,649
-2,403
| -6% | -$287K | 0.01% | 1108 |
|
|
2019
Q1 | $4.44M | Buy |
40,052
+1,889
| +5% | +$209K | 0.01% | 1064 |
|
|
2018
Q4 | $3.58M | Buy |
+38,163
| New | +$3.58M | 0.01% | 1047 |
|
|
2018
Q3 | – | Sell |
-1,870
| Closed | -$160K | – | 2800 |
|
|
2018
Q2 | $160K | Hold |
1,870
| – | – | ﹤0.01% | 1774 |
|
|
2018
Q1 | $134K | Buy |
+1,870
| New | +$134K | ﹤0.01% | 1806 |
|
|
2017
Q3 | – | Sell |
-135
| Closed | -$9K | – | 3078 |
|
|
2017
Q2 | $9K | Buy |
135
+100
| +286% | +$6.67K | ﹤0.01% | 2734 |
|
|
2017
Q1 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 3020 |
|
|
2015
Q1 | – | Sell |
-211
| Closed | -$7K | – | 2491 |
|
|
2014
Q4 | $7K | Buy |
+211
| New | +$7K | ﹤0.01% | 2063 |
|