Lindbrook Capital’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $91.2K | Buy |
+382
| New | +$91.2K | 0.01% | 717 |
|
|
2024
Q3 | – | Sell |
-20
| Closed | -$6.1K | – | 2903 |
|
|
2024
Q2 | $6.1K | Buy |
+20
| New | +$6.1K | ﹤0.01% | 1894 |
|
|
2023
Q4 | – | Sell |
-2
| Closed | -$779 | – | 2819 |
|
|
2023
Q3 | $779 | Hold |
2
| – | – | ﹤0.01% | 2428 |
|
|
2023
Q2 | $617 | Sell |
2
-1
| -33% | -$309 | ﹤0.01% | 2465 |
|
|
2023
Q1 | $986 | Sell |
3
-2
| -40% | -$657 | ﹤0.01% | 2456 |
|
|
2022
Q4 | $1.65K | Sell |
5
-31
| -86% | -$10.2K | ﹤0.01% | 2320 |
|
|
2022
Q3 | $12K | Buy |
36
+35
| +3,500% | +$11.7K | ﹤0.01% | 1249 |
|
|
2022
Q2 | $0 | Sell |
1
-11
| -92% | – | ﹤0.01% | 2760 |
|
|
2022
Q1 | $5K | Buy |
12
+9
| +300% | +$3.75K | ﹤0.01% | 1612 |
|
|
2021
Q4 | $2K | Sell |
3
-5
| -63% | -$3.33K | ﹤0.01% | 1818 |
|
|
2021
Q3 | $4K | Buy |
8
+4
| +100% | +$2K | ﹤0.01% | 1343 |
|
|
2021
Q2 | $4K | Sell |
4
-8
| -67% | -$8K | ﹤0.01% | 1396 |
|
|
2021
Q1 | $14K | Buy |
12
+10
| +500% | +$11.7K | ﹤0.01% | 880 |
|
|
2020
Q4 | $2K | Buy |
2
+1
| +100% | +$1K | ﹤0.01% | 1498 |
|
|
2020
Q3 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 1636 |
|