Summit Trail Advisors’s Lavoro LVRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20,000
| Closed | -$95.8K | – | 448 |
|
|
2024
Q4 | $95.8K | Hold |
20,000
| – | – | ﹤0.01% | 382 |
|
|
2024
Q3 | $75.4K | Hold |
20,000
| – | – | ﹤0.01% | 709 |
|
|
2024
Q2 | $109K | Hold |
20,000
| – | – | ﹤0.01% | 605 |
|
|
2024
Q1 | $134K | Hold |
20,000
| – | – | ﹤0.01% | 572 |
|
|
2023
Q4 | $172K | Hold |
20,000
| – | – | 0.01% | 512 |
|
|
2023
Q3 | $133K | Hold |
20,000
| – | – | ﹤0.01% | 517 |
|
|
2023
Q2 | $119K | Buy |
+20,000
| New | +$119K | ﹤0.01% | 513 |
|