LGT Financial Advisors’s Diamondback Energy FANG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37K | Sell |
39
-220
| -85% | -$30.3K | 0.01% | 291 |
|
|
2025
Q1 | $41.4K | Sell |
259
-43
| -14% | -$6.87K | 0.13% | 114 |
|
|
2024
Q4 | $49.6K | Hold |
302
| – | – | 0.11% | 150 |
|
|
2024
Q3 | $52.1K | Sell |
302
-238
| -44% | -$41.1K | 0.13% | 114 |
|
|
2024
Q2 | $108K | Sell |
540
-925
| -63% | -$185K | 0.23% | 76 |
|
|
2024
Q1 | $290K | Sell |
1,465
-60
| -4% | -$11.9K | 0.34% | 59 |
|
|
2023
Q4 | $236K | Buy |
1,525
+35
| +2% | +$5.43K | 0.29% | 75 |
|
|
2023
Q3 | $231K | Sell |
1,490
-491
| -25% | -$76K | 0.29% | 73 |
|
|
2023
Q2 | $260K | Sell |
1,981
-78
| -4% | -$10.2K | 0.28% | 90 |
|
|
2023
Q1 | $278K | Buy |
2,059
+556
| +37% | +$75.2K | 0.52% | 58 |
|
|
2022
Q4 | $206K | Buy |
+1,503
| New | +$206K | 0.24% | 98 |
|