SkyOak Wealth’s Lyft LYFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-12,000
| Closed | -$169K | – | 250 |
|
2024
Q2 | $169K | Hold |
12,000
| – | – | 0.04% | 229 |
|
2024
Q1 | $232K | Hold |
12,000
| – | – | 0.06% | 215 |
|
2023
Q4 | $180K | Hold |
12,000
| – | – | 0.05% | 224 |
|
2023
Q3 | $126K | Hold |
12,000
| – | – | 0.04% | 220 |
|
2023
Q2 | $115K | Hold |
12,000
| – | – | 0.03% | 227 |
|
2023
Q1 | $111K | Hold |
12,000
| – | – | 0.03% | 234 |
|
2022
Q4 | $132K | Hold |
12,000
| – | – | 0.04% | 209 |
|
2022
Q3 | $158K | Hold |
12,000
| – | – | 0.06% | 198 |
|
2022
Q2 | $159K | Hold |
12,000
| – | – | 0.05% | 201 |
|
2022
Q1 | $461K | Hold |
12,000
| – | – | 0.13% | 139 |
|
2021
Q4 | $513K | Sell |
12,000
-1,000
| -8% | -$42.8K | 0.13% | 132 |
|
2021
Q3 | $697K | Hold |
13,000
| – | – | 0.19% | 109 |
|
2021
Q2 | $786K | Hold |
13,000
| – | – | 0.21% | 97 |
|
2021
Q1 | $824K | Hold |
13,000
| – | – | 0.23% | 96 |
|
2020
Q4 | $639K | Hold |
13,000
| – | – | 0.2% | 115 |
|
2020
Q3 | $358K | Hold |
13,000
| – | – | 0.13% | 137 |
|
2020
Q2 | $429K | Hold |
13,000
| – | – | 0.16% | 140 |
|
2020
Q1 | $349K | Buy |
+13,000
| New | +$349K | 0.18% | 140 |
|