Envestnet Asset 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 | $24M | Sell |
165,524
-19,778
| -11% | -$2.87M | 0.01% | 1135 |
|
|
2025
Q1 | $23.4M | Buy |
185,302
+43,418
| +31% | +$5.49M | 0.01% | 1095 |
|
|
2024
Q4 | $14.7M | Sell |
141,884
-13,987
| -9% | -$1.45M | ﹤0.01% | 1376 |
|
|
2024
Q3 | $13.3M | Buy |
155,871
+6,803
| +5% | +$580K | ﹤0.01% | 1434 |
|
|
2024
Q2 | $10.5M | Buy |
149,068
+4,191
| +3% | +$295K | ﹤0.01% | 1526 |
|
|
2024
Q1 | $9.13M | Buy |
144,877
+26,512
| +22% | +$1.67M | ﹤0.01% | 1581 |
|
|
2023
Q4 | $7.03M | Buy |
118,365
+318
| +0.3% | +$18.9K | ﹤0.01% | 1661 |
|
|
2023
Q3 | $5.32M | Buy |
118,047
+104,641
| +781% | +$4.71M | ﹤0.01% | 1754 |
|
|
2023
Q2 | $499K | Sell |
13,406
-130,645
| -91% | -$4.86M | ﹤0.01% | 3210 |
|
|
2023
Q1 | $386K | Buy |
144,051
+133,503
| +1,266% | +$357K | ﹤0.01% | 3314 |
|
|
2022
Q4 | $330K | Sell |
10,548
-1,331
| -11% | -$41.6K | ﹤0.01% | 3359 |
|
|
2022
Q3 | $499K | Buy |
11,879
+6,973
| +142% | +$293K | ﹤0.01% | 3023 |
|
|
2022
Q2 | $200K | Buy |
+4,906
| New | +$200K | ﹤0.01% | 3602 |
|
|
2020
Q4 | – | Sell |
-16,106
| Closed | -$424K | – | 3310 |
|
|
2020
Q3 | $424K | Sell |
16,106
-2,040
| -11% | -$53.7K | ﹤0.01% | 2560 |
|
|
2020
Q2 | $494K | Buy |
18,146
+421
| +2% | +$11.5K | ﹤0.01% | 2434 |
|
|
2020
Q1 | $334K | Buy |
17,725
+5,381
| +44% | +$101K | ﹤0.01% | 2502 |
|
|
2019
Q4 | $251K | Sell |
12,344
-9,391
| -43% | -$191K | ﹤0.01% | 2813 |
|
|
2019
Q3 | $574K | Buy |
21,735
+2,313
| +12% | +$61.1K | ﹤0.01% | 2284 |
|
|
2019
Q2 | $591K | Buy |
19,422
+2,621
| +16% | +$79.8K | ﹤0.01% | 2287 |
|
|
2019
Q1 | $573K | Sell |
16,801
-113
| -0.7% | -$3.85K | ﹤0.01% | 2259 |
|
|
2018
Q4 | $419K | Buy |
+16,914
| New | +$419K | ﹤0.01% | 2252 |
|
|
2016
Q2 | – | Sell |
-2,675
| Closed | -$26K | – | 3117 |
|
|
2016
Q1 | $26K | Sell |
2,675
-70
| -3% | -$680 | ﹤0.01% | 2914 |
|
|
2015
Q4 | $24K | Sell |
2,745
-1,459
| -35% | -$12.8K | ﹤0.01% | 2862 |
|
|
2015
Q3 | $52K | Buy |
+4,204
| New | +$52K | ﹤0.01% | 2641 |
|
|
2014
Q4 | – | Sell |
-125
| Closed | -$2K | – | 2635 |
|
|
2014
Q3 | $2K | Hold |
125
| – | – | ﹤0.01% | 2515 |
|
|
2014
Q2 | $3K | Buy |
+125
| New | +$3K | ﹤0.01% | 2430 |
|