Lindbrook Capital’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $67K | Sell |
418
-18
| -4% | -$2.88K | 0.01% | 860 |
|
|
2024
Q4 | $75.7K | Sell |
436
-9
| -2% | -$1.56K | 0.01% | 646 |
|
|
2024
Q3 | $88.4K | Buy |
445
+29
| +7% | +$5.76K | 0.01% | 596 |
|
|
2024
Q2 | $80.6K | Sell |
416
-1
| -0.2% | -$194 | 0.01% | 616 |
|
|
2024
Q1 | $91.1K | Buy |
417
+63
| +18% | +$13.8K | 0.01% | 563 |
|
|
2023
Q4 | $68.3K | Buy |
354
+34
| +11% | +$6.56K | 0.01% | 648 |
|
|
2023
Q3 | $52.6K | Buy |
320
+192
| +150% | +$31.6K | 0.01% | 668 |
|
|
2023
Q2 | $20.1K | Hold |
128
| – | – | ﹤0.01% | 1085 |
|
|
2023
Q1 | $17.1K | Sell |
128
-13
| -9% | -$1.74K | ﹤0.01% | 1148 |
|
|
2022
Q4 | $17.9K | Buy |
141
+7
| +5% | +$889 | ﹤0.01% | 1117 |
|
|
2022
Q3 | $14K | Sell |
134
-22
| -14% | -$2.3K | ﹤0.01% | 1164 |
|
|
2022
Q2 | $17K | Buy |
156
+33
| +27% | +$3.6K | ﹤0.01% | 1036 |
|
|
2022
Q1 | $16K | Sell |
123
-32
| -21% | -$4.16K | ﹤0.01% | 1098 |
|
|
2021
Q4 | $28K | Buy |
155
+2
| +1% | +$361 | ﹤0.01% | 908 |
|
|
2021
Q3 | $21K | Buy |
153
+5
| +3% | +$686 | 0.01% | 724 |
|
|
2021
Q2 | $21K | Hold |
148
| – | – | ﹤0.01% | 756 |
|
|
2021
Q1 | $18K | Buy |
+148
| New | +$18K | ﹤0.01% | 773 |
|