LGT Financial Advisors’s CorVel CRVL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-255
| Closed | -$28.4K | – | 399 |
|
2024
Q4 | $28.4K | Hold |
255
| – | – | 0.06% | 235 |
|
2024
Q3 | $27.8K | Hold |
255
| – | – | 0.07% | 208 |
|
2024
Q2 | $21.6K | Hold |
255
| – | – | 0.05% | 289 |
|
2024
Q1 | $22.4K | Hold |
255
| – | – | 0.03% | 342 |
|
2023
Q4 | $21K | Hold |
255
| – | – | 0.03% | 342 |
|
2023
Q3 | $16.7K | Buy |
+255
| New | +$16.7K | 0.02% | 385 |
|