Mount Yale Investment Advisors’s Landstar System LSTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.9K | Buy |
+690
| New | +$95.9K | 0.01% | 668 |
|
|
2023
Q2 | – | Sell |
-1,242
| Closed | -$223K | – | 497 |
|
|
2023
Q1 | $223K | Buy |
+1,242
| New | +$223K | 0.03% | 440 |
|
|
2022
Q1 | – | Sell |
-1,178
| Closed | -$211K | – | 485 |
|
|
2021
Q4 | $211K | Buy |
+1,178
| New | +$211K | 0.02% | 436 |
|
|
2021
Q3 | – | Sell |
-1,703
| Closed | -$269K | – | 477 |
|
|
2021
Q2 | $269K | Sell |
1,703
-104
| -6% | -$16.4K | 0.03% | 342 |
|
|
2021
Q1 | $298K | Buy |
1,807
+162
| +10% | +$26.7K | 0.04% | 311 |
|
|
2020
Q4 | $222K | Buy |
+1,645
| New | +$222K | 0.03% | 359 |
|
|
2018
Q4 | – | Sell |
-1,258
| Closed | -$134K | – | 567 |
|
|
2018
Q3 | $134K | Sell |
1,258
-394
| -24% | -$42K | 0.02% | 357 |
|
|
2018
Q2 | $180K | Sell |
1,652
-479
| -22% | -$52.2K | 0.03% | 314 |
|
|
2018
Q1 | $234K | Buy |
+2,131
| New | +$234K | 0.05% | 275 |
|