Laurie J. Hall Trustee’s Cedar Fair FUN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,400
| Closed | -$67K | – | 160 |
|
2024
Q4 | $67K | Hold |
1,400
| – | – | 0.02% | 172 |
|
2024
Q3 | $56K | Hold |
1,400
| – | – | 0.02% | 185 |
|
2024
Q2 | $76K | Hold |
1,400
| – | – | 0.03% | 157 |
|
2024
Q1 | $59K | Hold |
1,400
| – | – | 0.02% | 168 |
|
2023
Q4 | $56K | Hold |
1,400
| – | – | 0.02% | 170 |
|
2023
Q3 | $52K | Hold |
1,400
| – | – | 0.02% | 166 |
|
2023
Q2 | $56K | Hold |
1,400
| – | – | 0.02% | 168 |
|
2023
Q1 | $64K | Hold |
1,400
| – | – | 0.03% | 160 |
|
2022
Q4 | $58K | Hold |
1,400
| – | – | 0.03% | 158 |
|
2022
Q3 | $58K | Hold |
1,400
| – | – | 0.03% | 154 |
|
2022
Q2 | $61K | Hold |
1,400
| – | – | 0.03% | 161 |
|
2022
Q1 | $77K | Hold |
1,400
| – | – | 0.03% | 157 |
|
2021
Q4 | $70K | Hold |
1,400
| – | – | 0.02% | 169 |
|
2021
Q3 | $65K | Hold |
1,400
| – | – | 0.03% | 176 |
|
2021
Q2 | $63K | Hold |
1,400
| – | – | 0.02% | 181 |
|
2021
Q1 | $70K | Hold |
1,400
| – | – | 0.03% | 176 |
|
2020
Q4 | $55K | Hold |
1,400
| – | – | 0.02% | 190 |
|
2020
Q3 | $39K | Buy |
+1,400
| New | +$39K | 0.02% | 190 |
|
2019
Q4 | $78K | Hold |
1,400
| – | – | 0.04% | 157 |
|
2019
Q3 | $82K | Hold |
1,400
| – | – | 0.04% | 150 |
|
2019
Q2 | $67K | Hold |
1,400
| – | – | 0.03% | 162 |
|
2019
Q1 | $74K | Hold |
1,400
| – | – | 0.04% | 157 |
|
2018
Q4 | $74K | Hold |
1,400
| – | – | 0.04% | 156 |
|
2018
Q3 | $73K | Hold |
1,400
| – | – | 0.04% | 167 |
|
2018
Q2 | $88K | Hold |
1,400
| – | – | 0.05% | 161 |
|
2018
Q1 | $89K | Hold |
1,400
| – | – | 0.05% | 149 |
|
2017
Q4 | $91K | Buy |
+1,400
| New | +$91K | 0.05% | 158 |
|