Lake Street Advisors Group’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $172K | Buy |
+10,101
| New | +$172K | 0.01% | 571 |
|
|
2024
Q1 | – | Sell |
-10,013
| Closed | -$136K | – | 659 |
|
|
2023
Q4 | $136K | Buy |
+10,013
| New | +$136K | 0.01% | 555 |
|
|
2023
Q3 | – | Sell |
-11,439
| Closed | -$121K | – | 351 |
|
|
2023
Q2 | $121K | Buy |
11,439
+1,227
| +12% | +$13K | 0.01% | 246 |
|
|
2023
Q1 | $104K | Sell |
10,212
-508
| -5% | -$5.17K | 0.01% | 241 |
|
|
2022
Q4 | $124K | Buy |
10,720
+702
| +7% | +$8.12K | 0.01% | 227 |
|
|
2022
Q3 | $74K | Sell |
10,018
-248
| -2% | -$1.83K | 0.01% | 249 |
|
|
2022
Q2 | $90K | Buy |
+10,266
| New | +$90K | 0.01% | 213 |
|
|
2021
Q3 | – | Sell |
-12,346
| Closed | -$159K | – | 275 |
|
|
2021
Q2 | $159K | Buy |
12,346
+719
| +6% | +$9.26K | 0.01% | 327 |
|
|
2021
Q1 | $140K | Buy |
11,627
+1,028
| +10% | +$12.4K | 0.01% | 320 |
|
|
2020
Q4 | $116K | Sell |
10,599
-911
| -8% | -$9.97K | 0.01% | 305 |
|
|
2020
Q3 | $97K | Sell |
11,510
-716
| -6% | -$6.03K | 0.01% | 280 |
|
|
2020
Q2 | $116K | Sell |
12,226
-2,967
| -20% | -$28.2K | 0.01% | 267 |
|
|
2020
Q1 | $98K | Buy |
15,193
+4,502
| +42% | +$29K | 0.01% | 242 |
|
|
2019
Q4 | $83K | Buy |
10,691
+471
| +5% | +$3.66K | 0.01% | 253 |
|
|
2019
Q3 | $77K | Buy |
+10,220
| New | +$77K | 0.01% | 227 |
|