LPL Financial’s Hyster-Yale Materials Handling HY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
5,912
+263
| +5% | +$10.5K | ﹤0.01% | 4835 |
|
|
2025
Q1 | $235K | Sell |
5,649
-4,145
| -42% | -$172K | ﹤0.01% | 4633 |
|
|
2024
Q4 | $499K | Buy |
9,794
+1,346
| +16% | +$68.5K | ﹤0.01% | 4029 |
|
|
2024
Q3 | $539K | Buy |
8,448
+42
| +0.5% | +$2.68K | ﹤0.01% | 3870 |
|
|
2024
Q2 | $586K | Sell |
8,406
-1,959
| -19% | -$137K | ﹤0.01% | 3676 |
|
|
2024
Q1 | $665K | Buy |
10,365
+485
| +5% | +$31.1K | ﹤0.01% | 3496 |
|
|
2023
Q4 | $614K | Buy |
9,880
+1
| +0% | +$62 | ﹤0.01% | 3466 |
|
|
2023
Q3 | $440K | Hold |
9,879
| – | – | ﹤0.01% | 3563 |
|
|
2023
Q2 | $552K | Sell |
9,879
-1,362
| -12% | -$76.1K | ﹤0.01% | 3326 |
|
|
2023
Q1 | $561K | Buy |
+11,241
| New | +$561K | ﹤0.01% | 3216 |
|
|
2021
Q4 | – | Sell |
-4,549
| Closed | -$229K | – | 4374 |
|
|
2021
Q3 | $229K | Sell |
4,549
-174
| -4% | -$8.76K | ﹤0.01% | 3834 |
|
|
2021
Q2 | $345K | Sell |
4,723
-16
| -0.3% | -$1.17K | ﹤0.01% | 3466 |
|
|
2021
Q1 | $413K | Sell |
4,739
-4,085
| -46% | -$356K | ﹤0.01% | 3184 |
|
|
2020
Q4 | $525K | Buy |
+8,824
| New | +$525K | ﹤0.01% | 2703 |
|