Lindbrook Capital’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $87.6K | Sell |
804
-115
| -13% | -$12.5K | 0.01% | 727 |
|
|
2024
Q4 | $86.4K | Buy |
919
+263
| +40% | +$24.7K | 0.01% | 602 |
|
|
2024
Q3 | $63.1K | Sell |
656
-167
| -20% | -$16.1K | 0.01% | 718 |
|
|
2024
Q2 | $64.6K | Sell |
823
-130
| -14% | -$10.2K | 0.01% | 694 |
|
|
2024
Q1 | $78.3K | Buy |
953
+90
| +10% | +$7.39K | 0.01% | 617 |
|
|
2023
Q4 | $72.6K | Sell |
863
-103
| -11% | -$8.67K | 0.01% | 623 |
|
|
2023
Q3 | $77.8K | Buy |
966
+111
| +13% | +$8.94K | 0.01% | 532 |
|
|
2023
Q2 | $75.4K | Sell |
855
-83
| -9% | -$7.32K | 0.01% | 570 |
|
|
2023
Q1 | $88.9K | Buy |
938
+637
| +212% | +$60.4K | 0.01% | 511 |
|
|
2022
Q4 | $28.2K | Sell |
301
-196
| -39% | -$18.4K | ﹤0.01% | 906 |
|
|
2022
Q3 | $44K | Sell |
497
-310
| -38% | -$27.4K | 0.01% | 697 |
|
|
2022
Q2 | $81K | Buy |
807
+533
| +195% | +$53.5K | 0.01% | 502 |
|
|
2022
Q1 | $27K | Sell |
274
-153
| -36% | -$15.1K | ﹤0.01% | 891 |
|
|
2021
Q4 | $41K | Sell |
427
-177
| -29% | -$17K | 0.01% | 786 |
|
|
2021
Q3 | $53K | Buy |
604
+25
| +4% | +$2.19K | 0.01% | 423 |
|
|
2021
Q2 | $52K | Sell |
579
-9
| -2% | -$808 | 0.01% | 468 |
|
|
2021
Q1 | $55K | Buy |
588
+286
| +95% | +$26.8K | 0.01% | 413 |
|
|
2020
Q4 | $28K | Buy |
302
+6
| +2% | +$556 | 0.01% | 580 |
|
|
2020
Q3 | $29K | Sell |
296
-151
| -34% | -$14.8K | 0.01% | 502 |
|
|
2020
Q2 | $39K | Buy |
447
+17
| +4% | +$1.48K | 0.01% | 424 |
|
|
2020
Q1 | $38K | Sell |
430
-37
| -8% | -$3.27K | 0.01% | 391 |
|
|
2019
Q4 | $43K | Buy |
467
+36
| +8% | +$3.32K | 0.02% | 492 |
|
|
2019
Q3 | $41K | Buy |
431
+37
| +9% | +$3.52K | 0.02% | 484 |
|
|
2019
Q2 | $32K | Buy |
394
+20
| +5% | +$1.62K | 0.01% | 560 |
|
|
2019
Q1 | $29K | Buy |
374
+100
| +36% | +$7.75K | 0.01% | 569 |
|
|
2018
Q4 | $18K | Buy |
+274
| New | +$18K | 0.01% | 654 |
|