LMG Wealth Partners’s Green Dot GDOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-38,500
| Closed | -$364K | – | 125 |
|
|
2024
Q2 | $364K | Sell |
38,500
-114,754
| -75% | -$1.08M | 0.09% | 98 |
|
|
2024
Q1 | $1.43M | Sell |
153,254
-94,665
| -38% | -$883K | 0.36% | 61 |
|
|
2023
Q4 | $2.45M | Sell |
247,919
-10,000
| -4% | -$99K | 0.68% | 44 |
|
|
2023
Q3 | $3.59M | Sell |
257,919
-4,745
| -2% | -$66.1K | 1.09% | 36 |
|
|
2023
Q2 | $4.92M | Sell |
262,664
-6,055
| -2% | -$113K | 1.51% | 25 |
|
|
2023
Q1 | $4.62M | Sell |
268,719
-6,500
| -2% | -$112K | 1.49% | 26 |
|
|
2022
Q4 | $4.8M | Buy |
+275,219
| New | +$4.8M | 1.59% | 26 |
|