LGT Financial Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $613 | Sell |
5
-1,071
| -100% | -$131K | ﹤0.01% | 420 |
|
2025
Q1 | $98.1K | Buy |
1,076
+1,074
| +53,700% | +$97.9K | 0.3% | 75 |
|
2024
Q4 | $230 | Hold |
2
| – | – | ﹤0.01% | 700 |
|
2024
Q3 | $237 | Hold |
2
| – | – | ﹤0.01% | 682 |
|
2024
Q2 | $276 | Hold |
2
| – | – | ﹤0.01% | 755 |
|
2024
Q1 | $228 | Hold |
2
| – | – | ﹤0.01% | 770 |
|
2023
Q4 | $153 | Buy |
+2
| New | +$153 | ﹤0.01% | 827 |
|