LGT Financial Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-57
| Closed | -$27.4K | – | 455 |
|
|
2024
Q4 | $27.4K | Hold |
57
| – | – | 0.06% | 241 |
|
|
2024
Q3 | $26.2K | Hold |
57
| – | – | 0.06% | 223 |
|
|
2024
Q2 | $23.3K | Hold |
57
| – | – | 0.05% | 272 |
|
|
2024
Q1 | $25.9K | Hold |
57
| – | – | 0.03% | 316 |
|
|
2023
Q4 | $27.2K | Hold |
57
| – | – | 0.03% | 281 |
|
|
2023
Q3 | $24.9K | Buy |
+57
| New | +$24.9K | 0.03% | 297 |
|