Lake Street Private Wealth’s Starwood Property Trust STWD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.78M	Buy	103,450 +15,750	+18%	+$283K	0.23%	84
2025 Q4	$1.58M	Sell	87,700 -6,650	-7%	-$122K	0.19%	97
2025 Q3	$1.83M	Sell	94,350 -2,925	-3%	-$58.9K	0.24%	84
2025 Q2	$1.95M	Sell	97,275 -14,275	-13%	-$277K	0.28%	76
2025 Q1	$2.21M	Sell	111,550 -4,075	-4%	-$80.1K	0.36%	73
2024 Q4	$2.19M	Sell	115,625 -16,023	-12%	-$317K	0.35%	68
2024 Q3	$2.68M	Sell	131,648 -1,302	-1%	-$26K	0.43%	63
2024 Q2	$2.52M	Sell	132,950 -150	-0.1%	-$2.92K	0.33%	78
2024 Q1	$2.71M	Buy	133,100 +1,200	+0.9%	+$24.3K	0.37%	74
2023 Q4	$2.77M	Buy	131,900 +225	+0.2%	+$4.42K	0.44%	65
2023 Q3	$2.54M	Sell	131,675 -9,250	-7%	-$188K	0.46%	66
2023 Q2	$2.73M	Buy	140,925 +325	+0.2%	+$5.78K	0.48%	61
2023 Q1	$2.49M	Buy	+140,600	New	+$2.72M	0.46%	66
2022 Q2	–	Sell	-53,875	Closed	-$1.3M	–	333
2022 Q1	$1.3M	Buy	+53,875	New	+$1.3M	0.24%	109