Lee Financial’s Gibraltar Industries ROCK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-190
| Closed | -$15K | – | 671 |
|
2023
Q4 | $15K | Hold |
190
| – | – | ﹤0.01% | 363 |
|
2023
Q3 | $12.8K | Sell |
190
-60
| -24% | -$4.05K | ﹤0.01% | 374 |
|
2023
Q2 | $15.7K | Hold |
250
| – | – | ﹤0.01% | 340 |
|
2023
Q1 | $12.1K | Hold |
250
| – | – | ﹤0.01% | 383 |
|
2022
Q4 | $11.5K | Hold |
250
| – | – | ﹤0.01% | 438 |
|
2022
Q3 | $10K | Buy |
250
+50
| +25% | +$2K | ﹤0.01% | 438 |
|
2022
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 490 |
|
2022
Q1 | $9K | Sell |
200
-55
| -22% | -$2.48K | ﹤0.01% | 456 |
|
2021
Q4 | $17K | Sell |
255
-5
| -2% | -$333 | ﹤0.01% | 400 |
|
2021
Q3 | $18K | Hold |
260
| – | – | ﹤0.01% | 347 |
|
2021
Q2 | $20K | Hold |
260
| – | – | ﹤0.01% | 325 |
|
2021
Q1 | $24K | Sell |
260
-35
| -12% | -$3.23K | 0.01% | 283 |
|
2020
Q4 | $21K | Hold |
295
| – | – | 0.01% | 281 |
|
2020
Q3 | $19K | Hold |
295
| – | – | 0.01% | 312 |
|
2020
Q2 | $14K | Buy |
295
+110
| +59% | +$5.22K | ﹤0.01% | 322 |
|
2020
Q1 | $8K | Buy |
185
+35
| +23% | +$1.51K | ﹤0.01% | 331 |
|
2019
Q4 | $8K | Hold |
150
| – | – | ﹤0.01% | 384 |
|
2019
Q3 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 397 |
|