Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,442
Closed -$259K 228
2024
Q3
$259K Buy
7,442
+536
+8% +$18.3K 0.07% 190
2024
Q2
$224K Sell
6,906
-1,866
-21% -$62.2K 0.07% 195
2024
Q1
$298K Buy
8,772
+157
+2% +$5.97K 0.1% 166
2023
Q4
$339K Buy
8,615
+19
+0.2% +$735 0.12% 145
2023
Q3
$328K Buy
8,596
+3
+0% +$126 0.13% 139
2023
Q2
$392K Buy
8,593
+3
+0% +$140 0.15% 124
2023
Q1
$385K Buy
8,590
+38
+0.4% +$1.72K 0.16% 123
2022
Q4
$376K Buy
8,552
+914
+12% +$41.2K 0.17% 123
2022
Q3
$320K Buy
7,638
+156
+2% +$7.58K 0.17% 124
2022
Q2
$368K Buy
7,482
+331
+5% +$17.8K 0.17% 117
2022
Q1
$397K Buy
7,151
+549
+8% +$29.1K 0.16% 115
2021
Q4
$344K Buy
6,602
+577
+10% +$29.5K 0.16% 117
2021
Q3
$302K Buy
6,025
+279
+5% +$14.1K 0.15% 121
2021
Q2
$283K Buy
5,746
+656
+13% +$31.8K 0.15% 125
2021
Q1
$230K Buy
+5,090
New +$225K 0.13% 122

Other funds holding BCE

Lantz Financial's BCE Position: Q4 2024 in Review

Lantz Financial sold out of BCE (BCE) in Q4 2024, closing a stake of 7,442 shares — an estimated $259K sold.

Lantz Financial first reported a position in BCE in Q1 2021 and held it in 15 quarters. The position peaked at $397K in Q1 2022. 430 funds tracked by Wall St. Rank hold BCE as of Q4 2024.

  • Lantz Financial reported no remaining BCE position as of Q4 2024 after selling out during the quarter.
  • Lantz Financial sold 7,442 BCE shares in Q4 2024, an estimated $259K.
  • Lantz Financial first reported a position in BCE in Q1 2021 and held it in 15 quarters.
  • Lantz Financial's BCE position peaked at $397K in Q1 2022.
  • 430 funds tracked by Wall St. Rank held BCE as of Q4 2024.

Based on Lantz Financial's 13F filing for Q4 2024, filed 21 Jan 2025.