LK
Lumbard & Kellner’s DoubleVerify DV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-247,150
| Closed | -$3.3M | – | 90 |
|
|
2025
Q1 | $3.3M | Buy |
247,150
+89,599
| +57% | +$1.2M | 1.46% | 26 |
|
|
2024
Q4 | $3.03M | Sell |
157,551
-8,186
| -5% | -$157K | 1.3% | 33 |
|
|
2024
Q3 | $2.79M | Buy |
165,737
+2,168
| +1% | +$36.5K | 1.23% | 37 |
|
|
2024
Q2 | $3.18M | Buy |
+163,569
| New | +$3.18M | 1.5% | 30 |
|
|
2023
Q1 | – | Sell |
-16,086
| Closed | -$353K | – | 92 |
|
|
2022
Q4 | $353K | Buy |
16,086
+110
| +0.7% | +$2.42K | 0.17% | 74 |
|
|
2022
Q3 | $1.93M | Buy |
15,976
+33
| +0.2% | +$3.99K | 1% | 35 |
|
|
2022
Q2 | $361K | Hold |
15,943
| – | – | 0.18% | 66 |
|
|
2022
Q1 | $400K | Buy |
15,943
+1,138
| +8% | +$28.6K | 0.16% | 68 |
|
|
2021
Q4 | $433K | Sell |
14,805
-11,216
| -43% | -$328K | 0.16% | 69 |
|
|
2021
Q3 | $518K | Buy |
26,021
+11,444
| +79% | +$228K | 0.2% | 67 |
|
|
2021
Q2 | $617K | Buy |
+14,577
| New | +$617K | 0.24% | 64 |
|