LGT Financial Advisors’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-265
| Closed | -$10.3K | – | 741 |
|
|
2024
Q4 | $10.3K | Hold |
265
| – | – | 0.02% | 429 |
|
|
2024
Q3 | $9.3K | Hold |
265
| – | – | 0.02% | 431 |
|
|
2024
Q2 | $9.79K | Hold |
265
| – | – | 0.02% | 475 |
|
|
2024
Q1 | $10.4K | Hold |
265
| – | – | 0.01% | 488 |
|
|
2023
Q4 | $12.5K | Hold |
265
| – | – | 0.02% | 443 |
|
|
2023
Q3 | $11K | Buy |
+265
| New | +$11K | 0.01% | 462 |
|