LPL Financial’s Smart for Life, Inc. Common Stock SMFL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-47,561
Closed -$141K 5332
2024
Q2
$141K Buy
+47,561
New +$162K ﹤0.01% 4666

LPL Financial's SMFL Position: Q3 2024 in Review

LPL Financial sold out of Smart for Life, Inc. Common Stock (SMFL) in Q3 2024, closing a stake of 47,561 shares — an estimated $141K sold.

LPL Financial first reported a position in SMFL in Q2 2024 and held it in 1 quarter. The position peaked at $141K in Q2 2024. 0 funds tracked by Wall St. Rank hold SMFL as of Q3 2024.

  • LPL Financial reported no remaining Smart for Life, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • LPL Financial sold 47,561 Smart for Life, Inc. Common Stock shares in Q3 2024, an estimated $141K.
  • LPL Financial first reported a position in Smart for Life, Inc. Common Stock in Q2 2024 and held it in 1 quarter.
  • LPL Financial's Smart for Life, Inc. Common Stock position peaked at $141K in Q2 2024.
  • 0 funds tracked by Wall St. Rank held Smart for Life, Inc. Common Stock as of Q3 2024.

Based on LPL Financial's 13F filing for Q3 2024, filed 8 Nov 2024.