Lake Street Advisors Group’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,562
| Closed | -$11K | – | 364 |
|
|
2023
Q1 | $11K | Sell |
12,562
-18,818
| -60% | -$16.5K | ﹤0.01% | 346 |
|
|
2022
Q4 | $95K | Buy |
31,380
+1,432
| +5% | +$4.34K | 0.01% | 236 |
|
|
2022
Q3 | $117K | Buy |
29,948
+13,105
| +78% | +$51.2K | 0.01% | 237 |
|
|
2022
Q2 | $96K | Buy |
16,843
+3,575
| +27% | +$20.4K | 0.01% | 211 |
|
|
2022
Q1 | $104K | Sell |
13,268
-10,938
| -45% | -$85.7K | 0.01% | 215 |
|
|
2021
Q4 | $233K | Buy |
24,206
+713
| +3% | +$6.86K | 0.01% | 190 |
|
|
2021
Q3 | $232K | Buy |
23,493
+4,522
| +24% | +$44.7K | 0.02% | 148 |
|
|
2021
Q2 | $198K | Sell |
18,971
-77
| -0.4% | -$804 | 0.01% | 319 |
|
|
2021
Q1 | $202K | Buy |
19,048
+509
| +3% | +$5.4K | 0.02% | 310 |
|
|
2020
Q4 | $237K | Buy |
18,539
+333
| +2% | +$4.26K | 0.02% | 266 |
|
|
2020
Q3 | $182K | Sell |
18,206
-3,676
| -17% | -$36.7K | 0.02% | 273 |
|
|
2020
Q2 | $226K | Buy |
21,882
+4,336
| +25% | +$44.8K | 0.02% | 240 |
|
|
2020
Q1 | $142K | Buy |
17,546
+5,829
| +50% | +$47.2K | 0.02% | 236 |
|
|
2019
Q4 | $158K | Buy |
11,717
+1,145
| +11% | +$15.4K | 0.02% | 242 |
|
|
2019
Q3 | $129K | Buy |
10,572
+136
| +1% | +$1.66K | 0.01% | 220 |
|
|
2019
Q2 | $125K | Buy |
+10,436
| New | +$125K | 0.01% | 222 |
|