WAM
Wakefield Asset Management’s Stride LRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
7,257
-1,252
| -15% | -$182K | 0.29% | 114 |
|
|
2025
Q1 | $1.08M | Sell |
8,509
-1,731
| -17% | -$219K | 0.33% | 101 |
|
|
2024
Q4 | $1.06M | Sell |
10,240
-3,886
| -28% | -$404K | 0.36% | 84 |
|
|
2024
Q3 | $1.21M | Sell |
14,126
-183
| -1% | -$15.6K | 0.39% | 72 |
|
|
2024
Q2 | $1.01M | Sell |
14,309
-225
| -2% | -$15.9K | 0.35% | 78 |
|
|
2024
Q1 | $916K | Buy |
14,534
+88
| +0.6% | +$5.55K | 0.32% | 102 |
|
|
2023
Q4 | $858K | Sell |
14,446
-2,769
| -16% | -$164K | 0.32% | 101 |
|
|
2023
Q3 | $775K | Sell |
17,215
-1,223
| -7% | -$55.1K | 0.35% | 77 |
|
|
2023
Q2 | $686K | Buy |
18,438
+111
| +0.6% | +$4.13K | 0.27% | 112 |
|
|
2023
Q1 | $719K | Buy |
+18,327
| New | +$719K | 0.3% | 101 |
|