SFWA
Summit Financial Wealth Advisors’s Lamb Weston LW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $732K | Hold |
13,726
| – | – | 0.15% | 73 |
|
|
2024
Q4 | $828K | Buy |
13,726
+170
| +1% | +$10.2K | 0.16% | 67 |
|
|
2024
Q3 | $878K | Hold |
13,556
| – | – | 0.16% | 66 |
|
|
2024
Q2 | $1.14M | Hold |
13,556
| – | – | 0.23% | 49 |
|
|
2024
Q1 | $1.44M | Buy |
13,556
+161
| +1% | +$17.2K | 0.29% | 44 |
|
|
2023
Q4 | $1.45M | Hold |
13,395
| – | – | 0.33% | 42 |
|
|
2023
Q3 | $1.25M | Buy |
13,395
+9
| +0.1% | +$841 | 0.31% | 45 |
|
|
2023
Q2 | $1.54M | Hold |
13,386
| – | – | 0.36% | 42 |
|
|
2023
Q1 | $1.4M | Buy |
13,386
+170
| +1% | +$17.8K | 0.33% | 47 |
|
|
2022
Q4 | $1.18M | Hold |
13,216
| – | – | 0.29% | 49 |
|
|
2022
Q3 | $1.12M | Hold |
13,216
| – | – | 0.32% | 43 |
|
|
2022
Q2 | $989K | Hold |
13,216
| – | – | 0.24% | 51 |
|
|
2022
Q1 | $792K | Buy |
13,216
+170
| +1% | +$10.2K | 0.16% | 62 |
|
|
2021
Q4 | $826K | Hold |
13,046
| – | – | 0.16% | 62 |
|
|
2021
Q3 | $801K | Hold |
13,046
| – | – | 0.18% | 58 |
|
|
2021
Q2 | $1.05M | Buy |
13,046
+124
| +1% | +$10K | 0.24% | 52 |
|
|
2021
Q1 | $1.02M | Buy |
12,922
+46
| +0.4% | +$3.62K | 0.26% | 48 |
|
|
2020
Q4 | $853K | Sell |
12,876
-46
| -0.4% | -$3.05K | 0.23% | 48 |
|
|
2020
Q3 | $849K | Hold |
12,922
| – | – | 0.23% | 52 |
|
|
2020
Q2 | $799K | Hold |
12,922
| – | – | 0.21% | 55 |
|
|
2020
Q1 | $670K | Hold |
12,922
| – | – | 0.21% | 61 |
|
|
2019
Q4 | $1.17M | Buy |
12,922
+216
| +2% | +$19.5K | 0.28% | 57 |
|
|
2019
Q3 | $967K | Hold |
12,706
| – | – | 0.24% | 65 |
|
|
2019
Q2 | $805K | Buy |
+12,706
| New | +$805K | 0.2% | 79 |
|