Lakeshore Financial Planning’s Gentex GNTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,900
| Closed | -$256K | – | 80 |
|
|
2024
Q4 | $256K | Sell |
8,900
-1,187
| -12% | -$34.1K | 0.11% | 58 |
|
|
2024
Q3 | $299K | Sell |
10,087
-413
| -4% | -$12.3K | 0.13% | 53 |
|
|
2024
Q2 | $354K | Hold |
10,500
| – | – | 0.17% | 41 |
|
|
2024
Q1 | $379K | Sell |
10,500
-500
| -5% | -$18.1K | 0.19% | 38 |
|
|
2023
Q4 | $359K | Sell |
11,000
-1,000
| -8% | -$32.7K | 0.2% | 37 |
|
|
2023
Q3 | $390K | Buy |
+12,000
| New | +$390K | 0.22% | 35 |
|