Lindbrook Capital’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $65.9K | Buy |
145
+116
| +400% | +$52.7K | 0.01% | 870 |
|
|
2024
Q4 | $13.9K | Buy |
29
+9
| +45% | +$4.32K | ﹤0.01% | 1473 |
|
|
2024
Q3 | $9.2K | Sell |
20
-22
| -52% | -$10.1K | ﹤0.01% | 1717 |
|
|
2024
Q2 | $17.1K | Buy |
42
+28
| +200% | +$11.4K | ﹤0.01% | 1334 |
|
|
2024
Q1 | $6.36K | Sell |
14
-23
| -62% | -$10.5K | ﹤0.01% | 1791 |
|
|
2023
Q4 | $17.7K | Buy |
37
+20
| +118% | +$9.54K | ﹤0.01% | 1248 |
|
|
2023
Q3 | $7.43K | Buy |
17
+11
| +183% | +$4.81K | ﹤0.01% | 1565 |
|
|
2023
Q2 | $2.4K | Sell |
6
-14
| -70% | -$5.61K | ﹤0.01% | 2082 |
|
|
2023
Q1 | $8.3K | Buy |
20
+6
| +43% | +$2.49K | ﹤0.01% | 1570 |
|
|
2022
Q4 | $5.62K | Sell |
14
-24
| -63% | -$9.63K | ﹤0.01% | 1759 |
|
|
2022
Q3 | $15K | Buy |
38
+24
| +171% | +$9.47K | ﹤0.01% | 1127 |
|
|
2022
Q2 | $5K | Sell |
14
-1
| -7% | -$357 | ﹤0.01% | 1535 |
|
|
2022
Q1 | $7K | Sell |
15
-4
| -21% | -$1.87K | ﹤0.01% | 1443 |
|
|
2021
Q4 | $9K | Hold |
19
| – | – | ﹤0.01% | 1301 |
|
|
2021
Q3 | $8K | Hold |
19
| – | – | ﹤0.01% | 1077 |
|
|
2021
Q2 | $6K | Hold |
19
| – | – | ﹤0.01% | 1236 |
|
|
2021
Q1 | $6K | Sell |
19
-2
| -10% | -$632 | ﹤0.01% | 1203 |
|
|
2020
Q4 | $7K | Buy |
21
+2
| +11% | +$667 | ﹤0.01% | 1039 |
|
|
2020
Q3 | $6K | Hold |
19
| – | – | ﹤0.01% | 1018 |
|
|
2020
Q2 | $6K | Buy |
19
+4
| +27% | +$1.26K | ﹤0.01% | 1007 |
|
|
2020
Q1 | $4K | Hold |
15
| – | – | ﹤0.01% | 1079 |
|
|
2019
Q4 | $4K | Hold |
15
| – | – | ﹤0.01% | 1145 |
|
|
2019
Q3 | $4K | Hold |
15
| – | – | ﹤0.01% | 1098 |
|
|
2019
Q2 | $4K | Hold |
15
| – | – | ﹤0.01% | 1095 |
|
|
2019
Q1 | $3K | Sell |
15
-121
| -89% | -$24.2K | ﹤0.01% | 1158 |
|
|
2018
Q4 | $27K | Buy |
+136
| New | +$27K | 0.01% | 515 |
|