Lipe & Dalton’s F5 FFIV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $446K | Buy |
1,515
+200
| +15% | +$58.9K | 0.24% | 59 |
|
2025
Q1 | $350K | Buy |
1,315
+75
| +6% | +$20K | 0.2% | 65 |
|
2024
Q4 | $312K | Buy |
1,240
+200
| +19% | +$50.3K | 0.17% | 68 |
|
2024
Q3 | $229K | Buy |
+1,040
| New | +$229K | 0.12% | 80 |
|
2014
Q3 | – | Sell |
-46,785
| Closed | -$5.21M | – | 63 |
|
2014
Q2 | $5.21M | Buy |
46,785
+150
| +0.3% | +$16.7K | 3.28% | 10 |
|
2014
Q1 | $4.73M | Sell |
46,635
-2,645
| -5% | -$268K | 3.16% | 16 |
|
2013
Q4 | $4.48M | Buy |
49,280
+510
| +1% | +$46.3K | 3.06% | 17 |
|
2013
Q3 | $4.18M | Buy |
48,770
+3,925
| +9% | +$337K | 3.07% | 18 |
|
2013
Q2 | $3.09M | Buy |
+44,845
| New | +$3.09M | 2.56% | 22 |
|