Summit Trail Advisors’s Lyft LYFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Buy |
33,298
+2,774
| +9% | +$43.7K | 0.01% | 720 |
|
|
2025
Q1 | $362K | Buy |
30,524
+3,275
| +12% | +$38.9K | 0.01% | 290 |
|
|
2024
Q4 | $352K | Buy |
27,249
+1,182
| +5% | +$15.2K | 0.01% | 269 |
|
|
2024
Q3 | $332K | Buy |
26,067
+565
| +2% | +$7.2K | 0.01% | 514 |
|
|
2024
Q2 | $360K | Sell |
25,502
-13,225
| -34% | -$186K | 0.01% | 441 |
|
|
2024
Q1 | $749K | Sell |
38,727
-15,647
| -29% | -$303K | 0.02% | 261 |
|
|
2023
Q4 | $815K | Sell |
54,374
-1,070
| -2% | -$16K | 0.03% | 204 |
|
|
2023
Q3 | $584K | Buy |
55,444
+339
| +0.6% | +$3.57K | 0.02% | 248 |
|
|
2023
Q2 | $528K | Buy |
55,105
+2,764
| +5% | +$26.5K | 0.02% | 255 |
|
|
2023
Q1 | $485K | Buy |
52,341
+739
| +1% | +$6.85K | 0.02% | 222 |
|
|
2022
Q4 | $569K | Buy |
51,602
+7,998
| +18% | +$88.1K | 0.03% | 167 |
|
|
2022
Q3 | $574K | Sell |
43,604
-21,453
| -33% | -$282K | 0.03% | 158 |
|
|
2022
Q2 | $864K | Buy |
65,057
+20,135
| +45% | +$267K | 0.05% | 134 |
|
|
2022
Q1 | $1.73M | Buy |
44,922
+21
| +0% | +$806 | 0.14% | 73 |
|
|
2021
Q4 | $1.92M | Sell |
44,901
-18,822
| -30% | -$804K | 0.12% | 91 |
|
|
2021
Q3 | $3.42M | Buy |
+63,723
| New | +$3.42M | 0.26% | 55 |
|