Lakewood Capital Management’s Zevia ZVIA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-215,891
| Closed | -$434K | – | 46 |
|
2023
Q4 | $434K | Hold |
215,891
| – | – | 0.04% | 38 |
|
2023
Q3 | $479K | Hold |
215,891
| – | – | 0.04% | 37 |
|
2023
Q2 | $930K | Hold |
215,891
| – | – | 0.08% | 34 |
|
2023
Q1 | $831K | Hold |
215,891
| – | – | 0.07% | 34 |
|
2022
Q4 | $883K | Sell |
215,891
-61,982
| -22% | -$254K | 0.08% | 32 |
|
2022
Q3 | $1.2M | Hold |
277,873
| – | – | 0.1% | 34 |
|
2022
Q2 | $781K | Hold |
277,873
| – | – | 0.05% | 41 |
|
2022
Q1 | $1.27M | Sell |
277,873
-1,604
| -0.6% | -$7.33K | 0.06% | 48 |
|
2021
Q4 | $1.97M | Sell |
279,477
-30,000
| -10% | -$211K | 0.08% | 57 |
|
2021
Q3 | $3.56M | Buy |
+309,477
| New | +$3.56M | 0.16% | 52 |
|