LI
STK

LVZ Inc’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

LVZ Inc’s Portfolio STK Stock Details STK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$599K Sell
11,115
-2,775
-20% -$138K 0.06% 101
2026
Q1 		$527K Hold
13,890
– – 0.06% 92
2025
Q4 		$511K Hold
13,890
– – 0.06% 97
2025
Q3 		$491K Hold
13,890
– – 0.06% 97
2025
Q2 		$422K Sell
13,890
-1,184
-8% -$33.4K 0.05% 95
2025
Q1 		$422K Hold
15,074
– – 0.06% 89
2024
Q4 		$482K Sell
15,074
-1,931
-11% -$64.5K 0.06% 82
2024
Q3 		$569K Sell
17,005
-585
-3% -$19.1K 0.07% 65
2024
Q2 		$586K Sell
17,590
-165
-0.9% -$5.25K 0.08% 58
2024
Q1 		$566K Hold
17,755
– – 0.08% 59
2023
Q4 		$561K Hold
17,755
– – 0.08% 62
2023
Q3 		$483K Hold
17,755
– – 0.08% 55
2023
Q2 		$544K Sell
17,755
-1,008
-5% -$28.4K 0.08% 67
2023
Q1 		$522K Buy
18,763
+43
+0.2% +$1.13K 0.08% 72
2022
Q4 		$435K Buy
18,720
+6,533
+54% +$163K 0.07% 77
2022
Q3 		$283K Buy
+12,187
New +$343K 0.05% 86

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DJYG
David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return