Lafayette Investments’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Buy |
911
+65
| +8% | +$29.1K | 0.08% | 105 |
|
|
2025
Q1 | $385K | Buy |
846
+117
| +16% | +$53.2K | 0.08% | 105 |
|
|
2024
Q4 | $350K | Hold |
729
| – | – | 0.08% | 106 |
|
|
2024
Q3 | $335K | Buy |
729
+64
| +10% | +$29.4K | 0.07% | 111 |
|
|
2024
Q2 | $272K | Buy |
665
+159
| +31% | +$64.9K | 0.06% | 114 |
|
|
2024
Q1 | $230K | Buy |
506
+7
| +1% | +$3.18K | 0.05% | 122 |
|
|
2023
Q4 | $238K | Buy |
499
+9
| +2% | +$4.29K | 0.06% | 115 |
|
|
2023
Q3 | $214K | Buy |
+490
| New | +$214K | 0.06% | 118 |
|