Lanham O'Dell & Company’s ProShares Short S&P500 SH Stock Holding History

Lanham O'Dell & Company’s Portfolio SH Stock Details SH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,759	Closed	-$126K	–	27
2024 Q2	$126K	Hold	2,759	–	–	0.07%	26
2024 Q1	$131K	Sell	2,759 -1	-0%	-$50	0.07%	27
2023 Q4	$143K	Buy	+2,760	New	+$155K	0.1%	30
2023 Q1	–	Sell	-25,759	Closed	-$1.65M	–	22
2022 Q4	$1.65M	Buy	25,759 +17,500	+212%	+$1.12M	3.6%	4
2022 Q3	$571K	Buy	8,259 +4,663	+130%	+$292K	2.03%	10
2022 Q2	$237K	Buy	+3,596	New	+$222K	1.18%	12

Other funds holding SH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

MSCM

Marlin Sams Capital Management New York $191M AUM 72.04% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

GCM

Gunderson Capital Management Mt. Pleasant, South Carolina $370M AUM 211.56% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lanham O'Dell & Company's SH Position: Q3 2024 in Review

Lanham O'Dell & Company sold out of ProShares Short S&P500 (SH) in Q3 2024, closing a stake of 2,759 shares — an estimated $126K sold.

Lanham O'Dell & Company first reported a position in SH in Q2 2022 and held it in 6 quarters. The position peaked at $1.65M in Q4 2022. 159 funds tracked by Wall St. Rank hold SH as of Q3 2024.

Lanham O'Dell & Company reported no remaining ProShares Short S&P500 position as of Q3 2024 after selling out during the quarter.
Lanham O'Dell & Company sold 2,759 ProShares Short S&P500 shares in Q3 2024, an estimated $126K.
Lanham O'Dell & Company first reported a position in ProShares Short S&P500 in Q2 2022 and held it in 6 quarters.
Lanham O'Dell & Company's ProShares Short S&P500 position peaked at $1.65M in Q4 2022.
159 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2024.

Based on Lanham O'Dell & Company's 13F filing for Q3 2024, filed 22 Oct 2024.