Forum Financial Management’s Lyft LYFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,215
Closed -$132K 907
2024
Q4
$132K Buy
+10,215
New +$151K ﹤0.01% 866
2022
Q1
Sell
-4,925
Closed -$210K 650
2021
Q4
$210K Buy
+4,925
New +$230K 0.01% 598

Other funds holding LYFT

Forum Financial Management's LYFT Position: Q1 2025 in Review

Forum Financial Management sold out of Lyft (LYFT) in Q1 2025, closing a stake of 10,215 shares — an estimated $132K sold.

Forum Financial Management first reported a position in LYFT in Q4 2021 and held it in 2 quarters. The position peaked at $210K in Q4 2021. 464 funds tracked by Wall St. Rank hold LYFT as of Q1 2025.

  • Forum Financial Management reported no remaining Lyft position as of Q1 2025 after selling out during the quarter.
  • Forum Financial Management sold 10,215 Lyft shares in Q1 2025, an estimated $132K.
  • Forum Financial Management first reported a position in Lyft in Q4 2021 and held it in 2 quarters.
  • Forum Financial Management's Lyft position peaked at $210K in Q4 2021.
  • 464 funds tracked by Wall St. Rank held Lyft as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.