Global Retirement Partners’s Lifestance Health LFST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$321K	Buy	45,581 +44,581	+4,458%	+$269K	0.01%	1203
2025 Q3	$5.5K	Hold	1,000	–	–	﹤0.01%	2941
2025 Q2	$5.17K	Buy	+1,000	New	+$5.99K	﹤0.01%	2897
2024 Q4	$7.37K	Sell	1,000 -1,000	-50%	-$7.18K	﹤0.01%	2513
2024 Q3	$14K	Buy	2,000 +1,000	+100%	+$6.01K	﹤0.01%	2158
2024 Q2	$4.91K	Hold	1,000	–	–	﹤0.01%	2620
2024 Q1	$6.17K	Hold	1,000	–	–	﹤0.01%	2315
2023 Q4	$6.85K	Hold	1,000	–	–	﹤0.01%	2207
2023 Q3	$6.38K	Hold	1,000	–	–	﹤0.01%	2107
2023 Q2	$9.13K	Hold	1,000	–	–	﹤0.01%	1998
2023 Q1	$8.06K	Buy	+1,000	New	+$5.54K	﹤0.01%	1994