LWANC
LRFC
Laurel Wealth Advisors (North Carolina)’s Logan Ridge Finance Corp LRFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.73M | Buy |
89,804
+85,075
| +1,799% | +$4.48M | 0.07% | 139 |
|
|
2025
Q1 | $104K | Hold |
4,729
| – | – | 0.02% | 238 |
|
|
2024
Q4 | $118K | Hold |
4,729
| – | – | 0.02% | 217 |
|
|
2024
Q3 | $117K | Hold |
4,729
| – | – | 0.02% | 218 |
|
|
2024
Q2 | $106K | Hold |
4,729
| – | – | 0.02% | 220 |
|
|
2024
Q1 | $106K | Buy |
4,729
+200
| +4% | +$4.5K | 0.02% | 231 |
|
|
2023
Q4 | $102K | Sell |
4,529
-200
| -4% | -$4.52K | 0.02% | 223 |
|
|
2023
Q3 | $98.1K | Hold |
4,729
| – | – | 0.02% | 222 |
|
|
2023
Q2 | $97.9K | Hold |
4,729
| – | – | 0.02% | 227 |
|
|
2023
Q1 | $98.4K | Hold |
4,729
| – | – | 0.02% | 226 |
|
|
2022
Q4 | $106K | Hold |
4,729
| – | – | 0.02% | 196 |
|
|
2022
Q3 | $85K | Hold |
4,729
| – | – | 0.02% | 211 |
|
|
2022
Q2 | $75K | Hold |
4,729
| – | – | 0.02% | 227 |
|
|
2022
Q1 | $107K | Hold |
4,729
| – | – | 0.02% | 213 |
|
|
2021
Q4 | $109K | Hold |
4,729
| – | – | 0.02% | 207 |
|
|
2021
Q3 | $122K | Hold |
4,729
| – | – | 0.03% | 199 |
|
|
2021
Q2 | $116K | Hold |
4,729
| – | – | 0.03% | 207 |
|
|
2021
Q1 | $73K | Hold |
4,729
| – | – | 0.02% | 230 |
|
|
2020
Q4 | $68K | Hold |
4,729
| – | – | 0.02% | 231 |
|
|
2020
Q3 | $44K | Sell |
4,729
-23,655
| -83% | -$220K | 0.01% | 249 |
|
|
2020
Q2 | $75K | Hold |
28,384
| – | – | 0.02% | 198 |
|
|
2020
Q1 | $89K | Hold |
28,384
| – | – | 0.03% | 173 |
|
|
2019
Q4 | $248K | Hold |
28,384
| – | – | 0.08% | 134 |
|
|
2019
Q3 | $235K | Hold |
28,384
| – | – | 0.08% | 132 |
|
|
2019
Q2 | $268K | Hold |
28,384
| – | – | 0.09% | 131 |
|
|
2019
Q1 | $226K | Hold |
28,384
| – | – | 0.08% | 130 |
|
|
2018
Q4 | $204K | Buy |
+28,384
| New | +$204K | 0.08% | 128 |
|