LGT Financial Advisors’s Perficient Inc PRFT Stock Holding History

LGT Financial Advisors’s Portfolio PRFT Stock Details PRFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-96	Closed	-$7.25K	–	783
2024 Q3	$7.25K	Hold	96	–	–	0.02%	466
2024 Q2	$7.18K	Hold	96	–	–	0.02%	537
2024 Q1	$5.4K	Hold	96	–	–	0.01%	613
2023 Q4	$6.32K	Hold	96	–	–	0.01%	573
2023 Q3	$5.55K	Buy	+96	New	+$6.57K	0.01%	591

Other funds holding PRFT

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LGT Financial Advisors's PRFT Position: Q4 2024 in Review

LGT Financial Advisors sold out of Perficient Inc (PRFT) in Q4 2024, closing a stake of 96 shares — an estimated $7.25K sold.

LGT Financial Advisors first reported a position in PRFT in Q3 2023 and held it in 5 quarters. The position peaked at $7.25K in Q3 2024. 1 fund tracked by Wall St. Rank holds PRFT as of Q4 2024.

LGT Financial Advisors reported no remaining Perficient Inc position as of Q4 2024 after selling out during the quarter.
LGT Financial Advisors sold 96 Perficient Inc shares in Q4 2024, an estimated $7.25K.
LGT Financial Advisors first reported a position in Perficient Inc in Q3 2023 and held it in 5 quarters.
LGT Financial Advisors's Perficient Inc position peaked at $7.25K in Q3 2024.
1 fund tracked by Wall St. Rank held Perficient Inc as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.