HBK Sorce Advisory’s LSI Industries LYTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-22,574
Closed -$384K 605
2025
Q1
$384K Sell
22,574
-5,083
-18% -$86.4K 0.01% 386
2024
Q4
$537K Buy
27,657
+4,716
+21% +$91.6K 0.02% 318
2024
Q3
$370K Buy
+22,941
New +$370K 0.01% 411