FSA
Fort Sheridan Advisors’s Lear LEA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,301
| Closed | -$218K | – | 252 |
|
2024
Q4 | $218K | Sell |
2,301
-1,034
| -31% | -$97.9K | 0.03% | 231 |
|
2024
Q3 | $364K | Buy |
3,335
+1
| +0% | +$109 | 0.06% | 184 |
|
2024
Q2 | $381K | Hold |
3,334
| – | – | 0.06% | 177 |
|
2024
Q1 | $483K | Sell |
3,334
-1,500
| -31% | -$217K | 0.09% | 137 |
|
2023
Q4 | $683K | Sell |
4,834
-30
| -0.6% | -$4.24K | 0.14% | 102 |
|
2023
Q3 | $653K | Hold |
4,864
| – | – | 0.15% | 101 |
|
2023
Q2 | $698K | Buy |
4,864
+166
| +4% | +$23.8K | 0.16% | 96 |
|
2023
Q1 | $655K | Buy |
4,698
+980
| +26% | +$137K | 0.17% | 96 |
|
2022
Q4 | $461K | Hold |
3,718
| – | – | 0.15% | 111 |
|
2022
Q3 | $445K | Hold |
3,718
| – | – | 0.15% | 107 |
|
2022
Q2 | $468K | Buy |
3,718
+2,070
| +126% | +$261K | 0.15% | 104 |
|
2022
Q1 | $235K | Hold |
1,648
| – | – | 0.07% | 159 |
|
2021
Q4 | $302K | Hold |
1,648
| – | – | 0.09% | 152 |
|
2021
Q3 | $258K | Sell |
1,648
-1,052
| -39% | -$165K | 0.08% | 153 |
|
2021
Q2 | $473K | Buy |
2,700
+1,500
| +125% | +$263K | 0.16% | 100 |
|
2021
Q1 | $218K | Buy |
+1,200
| New | +$218K | 0.09% | 145 |
|
2020
Q1 | – | Sell |
-2,009
| Closed | -$276K | – | 112 |
|
2019
Q4 | $276K | Buy |
+2,009
| New | +$276K | 0.15% | 83 |
|
2019
Q3 | – | Sell |
-1,656
| Closed | -$231K | – | 113 |
|
2019
Q2 | $231K | Hold |
1,656
| – | – | 0.13% | 82 |
|
2019
Q1 | $225K | Hold |
1,656
| – | – | 0.15% | 79 |
|
2018
Q4 | $203K | Buy |
+1,656
| New | +$203K | 0.14% | 75 |
|