RFG Advisory’s Shake Shack SHAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,144
| Closed | -$535K | – | 737 |
|
|
2024
Q1 | $535K | Buy |
5,144
+743
| +17% | +$77.3K | 0.02% | 489 |
|
|
2023
Q4 | $326K | Buy |
4,401
+412
| +10% | +$30.5K | 0.01% | 533 |
|
|
2023
Q3 | $232K | Buy |
3,989
+904
| +29% | +$52.5K | 0.01% | 569 |
|
|
2023
Q2 | $240K | Buy |
+3,085
| New | +$240K | 0.01% | 569 |
|