LPL Financial’s Niagen Bioscience NAGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $209K | Sell |
47,417
-21,947
| -32% | -$118K | ﹤0.01% | 5464 |
|
|
2025
Q4 | $441K | Buy |
69,364
+26,608
| +62% | +$185K | ﹤0.01% | 4832 |
|
|
2025
Q3 | $399K | Sell |
42,756
-12,409
| -22% | -$125K | ﹤0.01% | 4818 |
|
|
2025
Q2 | $795K | Buy |
55,165
+25,469
| +86% | +$251K | ﹤0.01% | 3957 |
|
|
2025
Q1 | $205K | Sell |
29,696
-2,245
| -7% | -$14.1K | ﹤0.01% | 4855 |
|
|
2024
Q4 | $169K | Sell |
31,941
-5,850
| -15% | -$32K | ﹤0.01% | 4867 |
|
|
2024
Q3 | $138K | Hold |
37,791
| – | – | ﹤0.01% | 4823 |
|
|
2024
Q2 | $103K | Hold |
37,791
| – | – | ﹤0.01% | 4737 |
|
|
2024
Q1 | $132K | Sell |
37,791
-333
| -0.9% | -$616 | ﹤0.01% | 4620 |
|
|
2023
Q4 | $54.5K | Buy |
38,124
+3,115
| +9% | +$4.34K | ﹤0.01% | 4642 |
|
|
2023
Q3 | $51.1K | Buy |
35,009
+6,094
| +21% | +$9.52K | ﹤0.01% | 4521 |
|
|
2023
Q2 | $45.4K | Buy |
28,915
+10,000
| +53% | +$14.9K | ﹤0.01% | 4439 |
|
|
2023
Q1 | $28.9K | Buy |
18,915
+2,390
| +14% | +$4.25K | ﹤0.01% | 4380 |
|
|
2022
Q4 | $27.8K | Sell |
16,525
-330
| -2% | -$523 | ﹤0.01% | 4334 |
|
|
2022
Q3 | $21K | Hold |
16,855
| – | – | ﹤0.01% | 4325 |
|
|
2022
Q2 | $28K | Buy |
16,855
+5,440
| +48% | +$10.6K | ﹤0.01% | 4308 |
|
|
2022
Q1 | $28K | Buy |
+11,415
| New | +$31.2K | ﹤0.01% | 4103 |
|
|
2019
Q4 | – | Sell |
-11,330
| Closed | -$45K | – | 3434 |
|
|
2019
Q3 | $45K | Buy |
+11,330
| New | +$48.3K | ﹤0.01% | 3214 |
|
|
2019
Q1 | – | Sell |
-12,234
| Closed | -$42K | – | 3249 |
|
|
2018
Q4 | $42K | Sell |
12,234
-3,900
| -24% | -$13.6K | ﹤0.01% | 3014 |
|
|
2018
Q3 | $69K | Buy |
16,134
+233
| +1% | +$1K | ﹤0.01% | 3151 |
|
|
2018
Q2 | $59K | Buy |
15,901
+1,000
| +7% | +$3.8K | ﹤0.01% | 3145 |
|
|
2018
Q1 | $63K | Buy |
14,901
+3,067
| +26% | +$16.1K | ﹤0.01% | 3109 |
|
|
2017
Q4 | $70K | Buy |
+11,834
| New | +$63.9K | ﹤0.01% | 2959 |
|
|
2017
Q2 | – | Sell |
-12,334
| Closed | -$33K | – | 2980 |
|
|
2017
Q1 | $33K | Hold |
12,334
| – | – | ﹤0.01% | 2665 |
|
|
2016
Q4 | $43K | Hold |
12,334
| – | – | ﹤0.01% | 2645 |
|
|
2016
Q3 | $37K | Sell |
12,334
-271
| -2% | -$995 | ﹤0.01% | 2589 |
|
|
2016
Q2 | $50K | Buy |
+12,605
| New | +$59.6K | ﹤0.01% | 2559 |
|
Other funds holding NAGE
SW
VCM
TCM
