LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s SBA Communications SBAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.92K | Hold |
38
| – | – | ﹤0.01% | 484 |
|
|
2025
Q1 | $8.51K | Hold |
38
| – | – | ﹤0.01% | 490 |
|
|
2024
Q4 | $7.9K | Hold |
38
| – | – | ﹤0.01% | 496 |
|
|
2024
Q3 | $9.35K | Hold |
38
| – | – | ﹤0.01% | 501 |
|
|
2024
Q2 | $8.1K | Hold |
38
| – | – | ﹤0.01% | 500 |
|
|
2024
Q1 | $7.48K | Hold |
38
| – | – | ﹤0.01% | 510 |
|
|
2023
Q4 | $8.51K | Hold |
38
| – | – | ﹤0.01% | 502 |
|
|
2023
Q3 | $8.26K | Hold |
38
| – | – | ﹤0.01% | 528 |
|
|
2023
Q2 | $8.81K | Hold |
38
| – | – | ﹤0.01% | 548 |
|
|
2023
Q1 | $9.92K | Hold |
38
| – | – | ﹤0.01% | 514 |
|
|
2022
Q4 | $10.7K | Hold |
38
| – | – | ﹤0.01% | 499 |
|
|
2022
Q3 | $11K | Hold |
38
| – | – | ﹤0.01% | 523 |
|
|
2022
Q2 | $12K | Sell |
38
-7
| -16% | -$2.21K | ﹤0.01% | 535 |
|
|
2022
Q1 | $15K | Hold |
45
| – | – | ﹤0.01% | 531 |
|
|
2021
Q4 | $18K | Hold |
45
| – | – | ﹤0.01% | 543 |
|
|
2021
Q3 | $15K | Sell |
45
-7
| -13% | -$2.33K | ﹤0.01% | 546 |
|
|
2021
Q2 | $17K | Buy |
+52
| New | +$17K | ﹤0.01% | 558 |
|
|
2021
Q1 | – | Sell |
-45
| Closed | -$13K | – | 623 |
|
|
2020
Q4 | $13K | Hold |
45
| – | – | ﹤0.01% | 544 |
|
|
2020
Q3 | $14K | Buy |
45
+38
| +543% | +$11.8K | ﹤0.01% | 495 |
|
|
2020
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 568 |
|
|
2020
Q1 | $2K | Sell |
7
-47
| -87% | -$13.4K | ﹤0.01% | 622 |
|
|
2019
Q4 | $13K | Sell |
54
-325
| -86% | -$78.2K | ﹤0.01% | 570 |
|
|
2019
Q3 | $91K | Buy |
379
+325
| +602% | +$78K | ﹤0.01% | 350 |
|
|
2019
Q2 | $12K | Buy |
54
+47
| +671% | +$10.4K | ﹤0.01% | 551 |
|
|
2019
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 686 |
|
|
2018
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 677 |
|
|
2018
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 640 |
|
|
2018
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 654 |
|
|
2018
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 703 |
|
|
2017
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 709 |
|
|
2017
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 738 |
|
|
2014
Q2 | – | Sell |
-69
| Closed | -$6K | – | 638 |
|
|
2014
Q1 | $6K | Hold |
69
| – | – | ﹤0.01% | 574 |
|
|
2013
Q4 | $6K | Buy |
+69
| New | +$6K | ﹤0.01% | 551 |
|