Lakeshore Financial Planning’s Target TGT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,673	Closed	-$226K	–	82
2024 Q4	$226K	Buy	1,673 +301	+22%	+$40.7K	0.1%	67
2024 Q3	$214K	Buy	+1,372	New	+$214K	0.09%	70
2024 Q2	–	Sell	-1,329	Closed	-$236K	–	72
2024 Q1	$236K	Buy	+1,329	New	+$236K	0.12%	58