Mount Yale Investment Advisors’s Leidos LDOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$546K Buy
3,461
+166
+5% +$26.2K 0.04% 324
2025
Q1
$445K Sell
3,295
-2,687
-45% -$363K 0.04% 350
2024
Q4
$862K Buy
5,982
+546
+10% +$78.6K 0.07% 232
2024
Q3
$886K Sell
5,436
-759
-12% -$124K 0.09% 219
2024
Q2
$904K Sell
6,195
-1,768
-22% -$258K 0.07% 230
2024
Q1
$1.04M Buy
7,963
+299
+4% +$39.2K 0.08% 213
2023
Q4
$830K Sell
7,664
-237
-3% -$25.7K 0.08% 230
2023
Q3
$728K Sell
7,901
-216
-3% -$19.9K 0.08% 243
2023
Q2
$718K Buy
8,117
+523
+7% +$46.3K 0.08% 253
2023
Q1
$699K Sell
7,594
-6,574
-46% -$605K 0.08% 248
2022
Q4
$1.49M Sell
14,168
-985
-7% -$104K 0.17% 137
2022
Q3
$1.33M Buy
15,153
+324
+2% +$28.3K 0.18% 127
2022
Q2
$1.49M Buy
14,829
+985
+7% +$99.2K 0.19% 121
2022
Q1
$1.5M Buy
13,844
+3,735
+37% +$403K 0.16% 139
2021
Q4
$899K Sell
10,109
-139
-1% -$12.4K 0.09% 221
2021
Q3
$985K Buy
10,248
+595
+6% +$57.2K 0.11% 196
2021
Q2
$976K Buy
9,653
+17
+0.2% +$1.72K 0.12% 177
2021
Q1
$928K Buy
9,636
+2,103
+28% +$203K 0.12% 178
2020
Q4
$792K Buy
7,533
+122
+2% +$12.8K 0.11% 196
2020
Q3
$661K Buy
+7,411
New +$661K 0.09% 210