TFA
LEV

Toth Financial Advisory’s The Lion Electric Company LEV Stock Holding History

Toth Financial Advisory’s Portfolio LEV Stock Details LEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-250
Closed -$170 – 763
2024
Q3 		$170 Hold
250
– – ﹤0.01% 700
2024
Q2 		$228 Hold
250
– – ﹤0.01% 731
2024
Q1 		$355 Hold
250
– – ﹤0.01% 703
2023
Q4 		$443 Hold
250
– – ﹤0.01% 708
2023
Q3 		$478 Hold
250
– – ﹤0.01% 731
2023
Q2 		$463 Hold
250
– – ﹤0.01% 746
2023
Q1 		$465 Hold
250
– – ﹤0.01% 776
2022
Q4 		$560 Hold
250
– – ﹤0.01% 684
2022
Q3 		$1K Hold
250
– – ﹤0.01% 730
2022
Q2 		$1K Hold
250
– – ﹤0.01% 682
2022
Q1 		$2K Hold
250
– – ﹤0.01% 651
2021
Q4 		$2K Hold
250
– – ﹤0.01% 671
2021
Q3 		$3K Hold
250
– – ﹤0.01% 626
2021
Q2 		$5K Buy
+250
New +$4.68K ﹤0.01% 515

Other funds holding LEV

NAM
NewGen Asset Management Toronto, Ontario, Canada $259M AUM 140.76% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AF
Aviso Financial Toronto, Ontario, Canada $2.82B AUM 24.96% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Toth Financial Advisory's LEV Position: Q4 2024 in Review

Toth Financial Advisory sold out of The Lion Electric Company (LEV) in Q4 2024, closing a stake of 250 shares — an estimated $170 sold.

Toth Financial Advisory first reported a position in LEV in Q2 2021 and held it in 14 quarters. The position peaked at $5K in Q2 2021. 10 funds tracked by Wall St. Rank hold LEV as of Q4 2024.

  • Toth Financial Advisory reported no remaining The Lion Electric Company position as of Q4 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 250 The Lion Electric Company shares in Q4 2024, an estimated $170.
  • Toth Financial Advisory first reported a position in The Lion Electric Company in Q2 2021 and held it in 14 quarters.
  • Toth Financial Advisory's The Lion Electric Company position peaked at $5K in Q2 2021.
  • 10 funds tracked by Wall St. Rank held The Lion Electric Company as of Q4 2024.

Based on Toth Financial Advisory's 13F filing for Q4 2024, filed 21 Jan 2025.