EP Wealth Advisors’s Lucid Motors LCID Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,881
| Closed | -$102K | – | 1289 |
|
|
2024
Q3 | $102K | Sell |
2,881
-962
| -25% | -$34K | ﹤0.01% | 1142 |
|
|
2024
Q2 | $100K | Buy |
3,843
+570
| +17% | +$14.9K | ﹤0.01% | 831 |
|
|
2024
Q1 | $93.3K | Buy |
3,273
+1,059
| +48% | +$30.2K | ﹤0.01% | 812 |
|
|
2023
Q4 | $93.2K | Buy |
2,214
+76
| +4% | +$3.2K | ﹤0.01% | 795 |
|
|
2023
Q3 | $120K | Sell |
2,138
-2,988
| -58% | -$167K | ﹤0.01% | 724 |
|
|
2023
Q2 | $92.4K | Sell |
5,126
-4,905
| -49% | -$88.4K | ﹤0.01% | 670 |
|
|
2023
Q1 | $651K | Buy |
10,031
+8,768
| +694% | +$569K | 0.01% | 363 |
|
|
2022
Q4 | $86.3K | Sell |
1,263
-24
| -2% | -$1.64K | ﹤0.01% | 605 |
|
|
2022
Q3 | $180K | Sell |
1,287
-26
| -2% | -$3.64K | ﹤0.01% | 311 |
|
|
2022
Q2 | $225K | Buy |
1,313
+106
| +9% | +$18.2K | 0.01% | 545 |
|
|
2022
Q1 | $307K | Buy |
+1,207
| New | +$307K | 0.01% | 488 |
|