Oak Family Advisors’s Lindblad Expeditions LIND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-22,746
| Closed | -$212K | – | 126 |
|
|
2024
Q1 | $212K | Hold |
22,746
| – | – | 0.08% | 109 |
|
|
2023
Q4 | $256K | Buy |
22,746
+55
| +0.2% | +$620 | 0.11% | 102 |
|
|
2023
Q3 | $163K | Sell |
22,691
-3,280
| -13% | -$23.6K | 0.08% | 104 |
|
|
2023
Q2 | $283K | Buy |
25,971
+1,897
| +8% | +$20.6K | 0.13% | 94 |
|
|
2023
Q1 | $230K | Hold |
24,074
| – | – | 0.11% | 98 |
|
|
2022
Q4 | $185K | Buy |
24,074
+3,805
| +19% | +$29.3K | 0.1% | 106 |
|
|
2022
Q3 | $137K | Sell |
20,269
-31,362
| -61% | -$212K | 0.07% | 108 |
|
|
2022
Q2 | $418K | Buy |
51,631
+35,551
| +221% | +$288K | 0.21% | 75 |
|
|
2022
Q1 | $242K | Sell |
16,080
-11,441
| -42% | -$172K | 0.09% | 126 |
|
|
2021
Q4 | $429K | Buy |
27,521
+796
| +3% | +$12.4K | 0.16% | 89 |
|
|
2021
Q3 | $390K | Buy |
+26,725
| New | +$390K | 0.14% | 89 |
|