Heritage Wealth Advisors’s Lucid Motors LCID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.8K | Buy |
1,650
+500
| +43% | +$10.6K | ﹤0.01% | 326 |
|
|
2025
Q1 | $27.8K | Hold |
1,150
| – | – | ﹤0.01% | 346 |
|
|
2024
Q4 | $34.7K | Hold |
1,150
| – | – | ﹤0.01% | 345 |
|
|
2024
Q3 | $40.6K | Hold |
1,150
| – | – | ﹤0.01% | 345 |
|
|
2024
Q2 | $30K | Hold |
1,150
| – | – | ﹤0.01% | 353 |
|
|
2024
Q1 | $32.8K | Buy |
1,150
+400
| +53% | +$11.4K | ﹤0.01% | 366 |
|
|
2023
Q4 | $31.6K | Hold |
750
| – | – | ﹤0.01% | 373 |
|
|
2023
Q3 | $41.9K | Hold |
750
| – | – | ﹤0.01% | 315 |
|
|
2023
Q2 | $51.7K | Hold |
750
| – | – | ﹤0.01% | 322 |
|
|
2023
Q1 | $60.3K | Buy |
750
+300
| +67% | +$24.1K | ﹤0.01% | 297 |
|
|
2022
Q4 | $30.7K | Hold |
450
| – | – | ﹤0.01% | 372 |
|
|
2022
Q3 | $62.9K | Hold |
450
| – | – | ﹤0.01% | 282 |
|
|
2022
Q2 | $77K | Hold |
450
| – | – | 0.01% | 283 |
|
|
2022
Q1 | $114K | Buy |
450
+50
| +13% | +$12.7K | 0.01% | 240 |
|
|
2021
Q4 | $152K | Buy |
400
+50
| +14% | +$19K | 0.01% | 225 |
|
|
2021
Q3 | $88.8K | Buy |
350
+150
| +75% | +$38.1K | 0.01% | 262 |
|
|
2021
Q2 | $57.6K | Hold |
200
| – | – | ﹤0.01% | 312 |
|
|
2021
Q1 | $46.4K | Buy |
+200
| New | +$46.4K | ﹤0.01% | 340 |
|