LPL Financial’s Solo Brands, Inc. SBDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,788
| Closed | -$19.1K | – | 5402 |
|
|
2024
Q4 | $19.1K | Buy |
+16,788
| New | +$19.1K | ﹤0.01% | 5079 |
|
|
2024
Q3 | – | Sell |
-10,738
| Closed | -$24.5K | – | 5197 |
|
|
2024
Q2 | $24.5K | Sell |
10,738
-83,320
| -89% | -$190K | ﹤0.01% | 4818 |
|
|
2024
Q1 | $204K | Buy |
94,058
+26,950
| +40% | +$58.5K | ﹤0.01% | 4423 |
|
|
2023
Q4 | $413K | Buy |
67,108
+1,270
| +2% | +$7.82K | ﹤0.01% | 3763 |
|
|
2023
Q3 | $336K | Buy |
65,838
+1,350
| +2% | +$6.89K | ﹤0.01% | 3778 |
|
|
2023
Q2 | $365K | Buy |
+64,488
| New | +$365K | ﹤0.01% | 3666 |
|
|
2022
Q3 | – | Sell |
-29,544
| Closed | -$120K | – | 4557 |
|
|
2022
Q2 | $120K | Buy |
+29,544
| New | +$120K | ﹤0.01% | 4060 |
|