LF
Lee Financial’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Sell |
18,635
-534
| -3% | -$84.4K | 0.42% | 26 |
|
|
2025
Q1 | $2.08M | Sell |
19,169
-8,275
| -30% | -$897K | 0.32% | 30 |
|
|
2024
Q4 | $3.69M | Buy |
27,444
+2,392
| +10% | +$321K | 0.52% | 22 |
|
|
2024
Q3 | $3.04M | Buy |
25,052
+8,582
| +52% | +$1.04M | 0.43% | 22 |
|
|
2024
Q2 | $2.03M | Buy |
16,470
+15,024
| +1,039% | +$1.86M | 0.33% | 28 |
|
|
2024
Q1 | $1.31M | Sell |
1,446
-30
| -2% | -$27.1K | 0.22% | 55 |
|
|
2023
Q4 | $731K | Sell |
1,476
-41
| -3% | -$20.3K | 0.13% | 78 |
|
|
2023
Q3 | $660K | Buy |
1,517
+77
| +5% | +$33.5K | 0.12% | 76 |
|
|
2023
Q2 | $609K | Sell |
1,440
-51
| -3% | -$21.6K | 0.11% | 80 |
|
|
2023
Q1 | $414K | Sell |
1,491
-144
| -9% | -$40K | 0.07% | 93 |
|
|
2022
Q4 | $239K | Sell |
1,635
-65
| -4% | -$9.5K | 0.04% | 134 |
|
|
2022
Q3 | $206K | Buy |
1,700
+219
| +15% | +$26.5K | 0.04% | 141 |
|
|
2022
Q2 | $224K | Buy |
1,481
+373
| +34% | +$56.4K | 0.04% | 136 |
|
|
2022
Q1 | $302K | Sell |
1,108
-142
| -11% | -$38.7K | 0.05% | 122 |
|
|
2021
Q4 | $367K | Sell |
1,250
-192
| -13% | -$56.4K | 0.07% | 113 |
|
|
2021
Q3 | $299K | Buy |
1,442
+1,255
| +671% | +$260K | 0.06% | 114 |
|
|
2021
Q2 | $150K | Buy |
187
+45
| +32% | +$36.1K | 0.03% | 156 |
|
|
2021
Q1 | $76K | Sell |
142
-33
| -19% | -$17.7K | 0.02% | 199 |
|
|
2020
Q4 | $91K | Sell |
175
-51
| -23% | -$26.5K | 0.02% | 168 |
|
|
2020
Q3 | $122K | Sell |
226
-40
| -15% | -$21.6K | 0.03% | 142 |
|
|
2020
Q2 | $101K | Hold |
266
| – | – | 0.03% | 147 |
|
|
2020
Q1 | $70K | Buy |
266
+200
| +303% | +$52.6K | 0.02% | 149 |
|
|
2019
Q4 | $16K | Hold |
66
| – | – | ﹤0.01% | 280 |
|
|
2019
Q3 | $11K | Hold |
66
| – | – | ﹤0.01% | 327 |
|
|
2019
Q2 | $11K | Hold |
66
| – | – | ﹤0.01% | 341 |
|
|
2019
Q1 | $12K | Hold |
66
| – | – | ﹤0.01% | 313 |
|
|
2018
Q4 | $9K | Hold |
66
| – | – | ﹤0.01% | 296 |
|
|
2018
Q3 | $19K | Sell |
66
-134
| -67% | -$38.6K | ﹤0.01% | 257 |
|
|
2018
Q2 | $48K | Sell |
200
-7
| -3% | -$1.68K | 0.01% | 268 |
|
|
2018
Q1 | $48K | Buy |
207
+141
| +214% | +$32.7K | 0.01% | 263 |
|
|
2017
Q4 | $13K | Buy |
+66
| New | +$13K | ﹤0.01% | 291 |
|
|
2017
Q1 | – | Sell |
-75
| Closed | -$8K | – | 425 |
|
|
2016
Q4 | $8K | Buy |
+75
| New | +$8K | ﹤0.01% | 325 |
|