Larson Financial Group’s Shake Shack SHAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.55M | Buy |
46,605
+4,162
| +10% | +$585K | 0.26% | 86 |
|
|
2025
Q1 | $3.74M | Buy |
42,443
+1,833
| +5% | +$162K | 0.18% | 109 |
|
|
2024
Q4 | $5.27M | Buy |
40,610
+1,751
| +5% | +$227K | 0.27% | 75 |
|
|
2024
Q3 | $4.01M | Buy |
38,859
+913
| +2% | +$94.2K | 0.23% | 88 |
|
|
2024
Q2 | $3.42M | Buy |
37,946
+866
| +2% | +$77.9K | 0.23% | 80 |
|
|
2024
Q1 | $3.86M | Sell |
37,080
-1,099
| -3% | -$114K | 0.3% | 67 |
|
|
2023
Q4 | $2.83M | Sell |
38,179
-888
| -2% | -$65.8K | 0.25% | 73 |
|
|
2023
Q3 | $2.27M | Buy |
39,067
+114
| +0.3% | +$6.62K | 0.22% | 89 |
|
|
2023
Q2 | $3.03M | Buy |
38,953
+2,782
| +8% | +$216K | 0.3% | 59 |
|
|
2023
Q1 | $2.01M | Buy |
36,171
+36,090
| +44,556% | +$2M | 0.22% | 89 |
|
|
2022
Q4 | $3.36K | Hold |
81
| – | – | ﹤0.01% | 1110 |
|
|
2022
Q3 | $4K | Hold |
81
| – | – | ﹤0.01% | 1009 |
|
|
2022
Q2 | $3K | Hold |
81
| – | – | ﹤0.01% | 984 |
|
|
2022
Q1 | $5K | Hold |
81
| – | – | ﹤0.01% | 796 |
|
|
2021
Q4 | $6K | Hold |
81
| – | – | ﹤0.01% | 783 |
|
|
2021
Q3 | $6K | Hold |
81
| – | – | ﹤0.01% | 674 |
|
|
2021
Q2 | $9K | Hold |
81
| – | – | ﹤0.01% | 582 |
|
|
2021
Q1 | $9K | Buy |
+81
| New | +$9K | ﹤0.01% | 571 |
|