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Legend Financial Advisors’s Lindblad Expeditions LIND Stock Holding History

Legend Financial Advisors’s Portfolio LIND Stock Details LIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-181
Closed -$2.15K – 149
2024
Q4 		$2.15K Buy
+181
New +$2.08K ﹤0.01% 193
2024
Q3 		– Sell
-181
Closed -$1.75K – 228
2024
Q2 		$1.75K Buy
+181
New +$1.4K ﹤0.01% 231

Other funds holding LIND

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACMC
Anchor Capital Management Company Raleigh, North Carolina $92.7M AUM 19.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Legend Financial Advisors's LIND Position: Q1 2025 in Review

Legend Financial Advisors sold out of Lindblad Expeditions (LIND) in Q1 2025, closing a stake of 181 shares — an estimated $2.15K sold.

Legend Financial Advisors first reported a position in LIND in Q2 2024 and held it in 2 quarters. The position peaked at $2.15K in Q4 2024. 153 funds tracked by Wall St. Rank hold LIND as of Q1 2025.

  • Legend Financial Advisors reported no remaining Lindblad Expeditions position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 181 Lindblad Expeditions shares in Q1 2025, an estimated $2.15K.
  • Legend Financial Advisors first reported a position in Lindblad Expeditions in Q2 2024 and held it in 2 quarters.
  • Legend Financial Advisors's Lindblad Expeditions position peaked at $2.15K in Q4 2024.
  • 153 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.