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LFA
LGT Financial Advisors’s
Boston Beer
SAM
Stock Holding History
LGT Financial Advisors’s Portfolio
SAM Stock Details
SAM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-10
Closed
-$3K
–
647
2024
Q4
$3K
Hold
10
–
–
0.01%
639
2024
Q3
$2.89K
Hold
10
–
–
0.01%
631
2024
Q2
$3.05K
Hold
10
–
–
0.01%
674
2024
Q1
$3.04K
Hold
10
–
–
﹤0.01%
694
2023
Q4
$3.46K
Hold
10
–
–
﹤0.01%
696
2023
Q3
$3.9K
Buy
+10
New
+$3.5K
0.01%
675
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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