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