Montag & Associates’s Fidelity Southern Corporation LION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-59,776
| Closed | -$1.85M | – | 315 |
|
|
2019
Q2 | $1.85M | Hold |
59,776
| – | – | 0.17% | 123 |
|
|
2019
Q1 | $1.64M | Hold |
59,776
| – | – | 0.15% | 136 |
|
|
2018
Q4 | $1.56M | Hold |
59,776
| – | – | 0.17% | 125 |
|
|
2018
Q3 | $1.48M | Buy |
59,776
+46,776
| +360% | +$1.16M | 0.13% | 149 |
|
|
2018
Q2 | $330K | Hold |
13,000
| – | – | 0.03% | 239 |
|
|
2018
Q1 | $300K | Buy |
+13,000
| New | +$300K | 0.03% | 244 |
|