Sowell Financial Services’s LCI Industries LCII Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,822
| Closed | -$200K | – | 706 |
|
2023
Q1 | $200K | Buy |
+1,822
| New | +$200K | 0.02% | 691 |
|
2021
Q2 | – | Sell |
-40
| Closed | -$6K | – | 1735 |
|
2021
Q1 | $6K | Hold |
40
| – | – | ﹤0.01% | 2531 |
|
2020
Q4 | $5K | Hold |
40
| – | – | ﹤0.01% | 2276 |
|
2020
Q3 | $4K | Sell |
40
-27
| -40% | -$2.7K | ﹤0.01% | 2055 |
|
2020
Q2 | $8K | Hold |
67
| – | – | ﹤0.01% | 1766 |
|
2020
Q1 | $4K | Sell |
67
-25
| -27% | -$1.49K | ﹤0.01% | 1907 |
|
2019
Q4 | $10K | Buy |
92
+20
| +28% | +$2.17K | ﹤0.01% | 1688 |
|
2019
Q3 | $7K | Buy |
+72
| New | +$7K | ﹤0.01% | 1641 |
|