JFS Wealth Advisors’s Li Auto LI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.4K | Buy |
199
+37
| +23% | +$1K | ﹤0.01% | 1057 |
|
|
2025
Q1 | $4.08K | Hold |
162
| – | – | ﹤0.01% | 1204 |
|
|
2024
Q4 | $3.89K | Buy |
162
+26
| +19% | +$624 | ﹤0.01% | 1215 |
|
|
2024
Q3 | $3.49K | Buy |
136
+76
| +127% | +$1.95K | ﹤0.01% | 1249 |
|
|
2024
Q2 | $1.07K | Sell |
60
-12
| -17% | -$215 | ﹤0.01% | 1653 |
|
|
2024
Q1 | $2.18K | Sell |
72
-3
| -4% | -$91 | ﹤0.01% | 1411 |
|
|
2023
Q4 | $2.81K | Buy |
75
+3
| +4% | +$112 | ﹤0.01% | 1286 |
|
|
2023
Q3 | $2.57K | Hold |
72
| – | – | ﹤0.01% | 1266 |
|
|
2023
Q2 | $2.53K | Buy |
72
+25
| +53% | +$878 | ﹤0.01% | 1297 |
|
|
2023
Q1 | $1.17K | Buy |
47
+1
| +2% | +$25 | ﹤0.01% | 1533 |
|
|
2022
Q4 | $938 | Buy |
46
+25
| +119% | +$510 | ﹤0.01% | 1619 |
|
|
2022
Q3 | $0 | Sell |
21
-29
| -58% | – | ﹤0.01% | 1838 |
|
|
2022
Q2 | $2K | Buy |
50
+15
| +43% | +$600 | ﹤0.01% | 1339 |
|
|
2022
Q1 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 1675 |
|