Lake Street Advisors Group’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $646K | Buy |
2,286
+36
| +2% | +$10.2K | 0.03% | 291 |
|
|
2024
Q3 | $619K | Buy |
2,250
+46
| +2% | +$12.7K | 0.03% | 285 |
|
|
2024
Q2 | $664K | Sell |
2,204
-78
| -3% | -$23.5K | 0.03% | 277 |
|
|
2024
Q1 | $664K | Buy |
2,282
+15
| +0.7% | +$4.37K | 0.03% | 294 |
|
|
2023
Q4 | $576K | Buy |
+2,267
| New | +$576K | 0.03% | 301 |
|
|
2021
Q3 | – | Sell |
-1,355
| Closed | -$374K | – | 299 |
|
|
2021
Q2 | $374K | Sell |
1,355
-32
| -2% | -$8.83K | 0.03% | 210 |
|
|
2021
Q1 | $394K | Buy |
1,387
+10
| +0.7% | +$2.84K | 0.03% | 185 |
|
|
2020
Q4 | $357K | Buy |
1,377
+24
| +2% | +$6.22K | 0.03% | 195 |
|
|
2020
Q3 | $340K | Buy |
+1,353
| New | +$340K | 0.03% | 185 |
|
|
2020
Q2 | – | Sell |
-1,922
| Closed | -$233K | – | 278 |
|
|
2020
Q1 | $233K | Buy |
+1,922
| New | +$233K | 0.03% | 204 |
|
|
2018
Q3 | – | Sell |
-990
| Closed | -$225K | – | 254 |
|
|
2018
Q2 | $225K | Sell |
990
-54
| -5% | -$12.3K | 0.02% | 288 |
|
|
2018
Q1 | $251K | Sell |
1,044
-635
| -38% | -$153K | 0.03% | 248 |
|
|
2017
Q4 | $419K | Buy |
+1,679
| New | +$419K | 0.05% | 160 |
|