Lumbard & Kellner’s ePlus PLUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Sell |
24,970
-4,368
| -15% | -$315K | 0.78% | 42 |
|
|
2025
Q1 | $1.79M | Sell |
29,338
-1,723
| -6% | -$105K | 0.79% | 43 |
|
|
2024
Q4 | $2.29M | Sell |
31,061
-1,287
| -4% | -$95.1K | 0.99% | 43 |
|
|
2024
Q3 | $3.18M | Buy |
32,348
+759
| +2% | +$74.6K | 1.4% | 31 |
|
|
2024
Q2 | $2.33M | Buy |
31,589
+274
| +0.9% | +$20.2K | 1.1% | 40 |
|
|
2024
Q1 | $2.46M | Buy |
+31,315
| New | +$2.46M | 1.2% | 37 |
|