Envestnet Asset Management’s Lindblad Expeditions LIND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $431K | Buy |
24,937
+7,114
| +40% | +$126K | ﹤0.01% | 4033 |
|
|
2025
Q4 | $257K | Buy |
17,823
+281
| +2% | +$3.54K | ﹤0.01% | 4130 |
|
|
2025
Q3 | $225K | Buy |
17,542
+3,948
| +29% | +$52K | ﹤0.01% | 4263 |
|
|
2025
Q2 | $159K | Sell |
13,594
-351
| -3% | -$3.48K | ﹤0.01% | 4283 |
|
|
2025
Q1 | $129K | Buy |
13,945
+1,306
| +10% | +$14.9K | ﹤0.01% | 4209 |
|
|
2024
Q4 | $150K | Buy |
+12,639
| New | +$145K | ﹤0.01% | 4151 |
|
|
2024
Q1 | – | Sell |
-12,360
| Closed | -$139K | – | 4238 |
|
|
2023
Q4 | $139K | Sell |
12,360
-1,509
| -11% | -$11.7K | ﹤0.01% | 3903 |
|
|
2023
Q3 | $99.9K | Buy |
13,869
+1,955
| +16% | +$18.6K | ﹤0.01% | 3875 |
|
|
2023
Q2 | $130K | Sell |
11,914
-1,342
| -10% | -$13.8K | ﹤0.01% | 3804 |
|
|
2023
Q1 | $127K | Buy |
13,256
+404
| +3% | +$4.06K | ﹤0.01% | 3755 |
|
|
2022
Q4 | $99K | Sell |
12,852
-623
| -5% | -$5.26K | ﹤0.01% | 3817 |
|
|
2022
Q3 | $91K | Buy |
13,475
+208
| +2% | +$1.81K | ﹤0.01% | 3751 |
|
|
2022
Q2 | $107K | Sell |
13,267
-690
| -5% | -$8.99K | ﹤0.01% | 3750 |
|
|
2022
Q1 | $210K | Sell |
13,957
-98
| -0.7% | -$1.58K | ﹤0.01% | 3658 |
|
|
2021
Q4 | $219K | Buy |
14,055
+359
| +3% | +$5.67K | ﹤0.01% | 3604 |
|
|
2021
Q3 | $200K | Buy |
13,696
+333
| +2% | +$4.68K | ﹤0.01% | 3502 |
|
|
2021
Q2 | $214K | Sell |
13,363
-190
| -1% | -$3.21K | ﹤0.01% | 3458 |
|
|
2021
Q1 | $256K | Buy |
13,553
+1,922
| +17% | +$35K | ﹤0.01% | 3224 |
|
|
2020
Q4 | $199K | Sell |
11,631
-309
| -3% | -$3.54K | ﹤0.01% | 3145 |
|
|
2020
Q3 | $102K | Sell |
11,940
-123
| -1% | -$1.04K | ﹤0.01% | 3008 |
|
|
2020
Q2 | $93K | Buy |
12,063
+443
| +4% | +$3.06K | ﹤0.01% | 2989 |
|
|
2020
Q1 | $48K | Buy |
11,620
+925
| +9% | +$11.9K | ﹤0.01% | 2904 |
|
|
2019
Q4 | $175K | Buy |
+10,695
| New | +$171K | ﹤0.01% | 2941 |
|
Other funds holding LIND
AI
VCM
MP
DCM
RA