Wealth Enhancement Advisory Services’s Logan Ridge Finance Corp LRFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.6M | Sell |
137,736
-11,695
| -8% | -$220K | ﹤0.01% | 1221 |
|
2025
Q1 | $3.29M | Hold |
149,431
| – | – | 0.01% | 1002 |
|
2024
Q4 | $3.73M | Sell |
149,431
-11,704
| -7% | -$292K | 0.01% | 904 |
|
2024
Q3 | $4M | Sell |
161,135
-2,100
| -1% | -$52.1K | 0.01% | 799 |
|
2024
Q2 | $3.66M | Sell |
163,235
-7,733
| -5% | -$173K | 0.01% | 779 |
|
2024
Q1 | $3.85M | Buy |
170,968
+601
| +0.4% | +$13.5K | 0.01% | 736 |
|
2023
Q4 | $3.85M | Buy |
170,367
+5,482
| +3% | +$124K | 0.01% | 678 |
|
2023
Q3 | $3.42M | Buy |
+164,885
| New | +$3.42M | 0.01% | 674 |
|