Summit Trail Advisors’s Lucid Motors LCID Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $36.6K | Buy |
+1,735
| New | +$36.6K | ﹤0.01% | 1112 |
|
2024
Q4 | – | Sell |
-5,730
| Closed | -$202K | – | 600 |
|
2024
Q3 | $202K | Buy |
5,730
+561
| +11% | +$19.8K | 0.01% | 674 |
|
2024
Q2 | $135K | Buy |
5,169
+3,930
| +317% | +$103K | ﹤0.01% | 602 |
|
2024
Q1 | $35.3K | Buy |
+1,239
| New | +$35.3K | ﹤0.01% | 597 |
|
2022
Q4 | – | Sell |
-1,811
| Closed | -$253K | – | 413 |
|
2022
Q3 | $253K | Buy |
1,811
+12
| +0.7% | +$1.68K | 0.01% | 295 |
|
2022
Q2 | $309K | Buy |
+1,799
| New | +$309K | 0.02% | 267 |
|
2022
Q1 | – | Sell |
-560
| Closed | -$213K | – | 352 |
|
2021
Q4 | $213K | Buy |
+560
| New | +$213K | 0.01% | 268 |
|