Global Retirement Partners’s Lake Shore Bancorp LSBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-31,469
| Closed | -$425K | – | 3721 |
|
|
2024
Q3 | $425K | Hold |
31,469
| – | – | 0.01% | 677 |
|
|
2024
Q2 | $394K | Hold |
31,469
| – | – | 0.01% | 676 |
|
|
2024
Q1 | $365K | Hold |
31,469
| – | – | 0.01% | 600 |
|
|
2023
Q4 | $370K | Buy |
31,469
+7,000
| +29% | +$82.3K | 0.02% | 560 |
|
|
2023
Q3 | $243K | Hold |
24,469
| – | – | 0.01% | 603 |
|
|
2023
Q2 | $264K | Buy |
24,469
+2,749
| +13% | +$29.6K | 0.01% | 600 |
|
|
2023
Q1 | $245K | Buy |
+21,720
| New | +$245K | 0.01% | 598 |
|