Simon Quick Advisors’s Lindblad Expeditions LIND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181K | Buy |
15,467
+4,743
| +44% | +$55.4K | 0.01% | 765 |
|
|
2025
Q1 | $99.4K | Buy |
10,724
+137
| +1% | +$1.27K | 0.01% | 602 |
|
|
2024
Q4 | $126K | Buy |
+10,587
| New | +$126K | 0.01% | 467 |
|
|
2022
Q2 | – | Sell |
-5,531
| Closed | -$83K | – | 298 |
|
|
2022
Q1 | $83K | Hold |
5,531
| – | – | 0.02% | 163 |
|
|
2021
Q4 | $86K | Sell |
5,531
-2,377
| -30% | -$37K | 0.02% | 179 |
|
|
2021
Q3 | $115K | Hold |
7,908
| – | – | 0.03% | 155 |
|
|
2021
Q2 | $126K | Hold |
7,908
| – | – | 0.03% | 132 |
|
|
2021
Q1 | $149K | Sell |
7,908
-1,166
| -13% | -$22K | 0.04% | 121 |
|
|
2020
Q4 | $155K | Buy |
9,074
+3,013
| +50% | +$51.5K | 0.05% | 121 |
|
|
2020
Q3 | $52K | Hold |
6,061
| – | – | 0.01% | 186 |
|
|
2020
Q2 | $47K | Buy |
6,061
+1,860
| +44% | +$14.4K | 0.02% | 194 |
|
|
2020
Q1 | $18K | Buy |
4,201
+1,042
| +33% | +$4.47K | 0.01% | 290 |
|
|
2019
Q4 | $52K | Hold |
3,159
| – | – | 0.02% | 218 |
|
|
2019
Q3 | $53K | Buy |
+3,159
| New | +$53K | 0.02% | 169 |
|
|
2019
Q2 | – | Sell |
-3,159
| Closed | -$48K | – | 551 |
|
|
2019
Q1 | $48K | Hold |
3,159
| – | – | 0.02% | 202 |
|
|
2018
Q4 | $43K | Buy |
3,159
+346
| +12% | +$4.71K | 0.02% | 193 |
|
|
2018
Q3 | $42K | Sell |
2,813
-1,352
| -32% | -$20.2K | 0.02% | 187 |
|
|
2018
Q2 | $55K | Buy |
+4,165
| New | +$55K | 0.02% | 170 |
|