Lake Street Advisors Group’s Flex FLEX Stock Holding History

Lake Street Advisors Group’s Portfolio FLEX Stock Details FLEX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$661K	Sell
2024 Q3	$576K	Buy
2024 Q2	$508K	Buy
2024 Q1	$491K	Sell
2023 Q4	$521K	Hold
2023 Q3	$461K	Hold
2023 Q2	$472K	Hold
2023 Q1	$393K	Buy