Wells Fargo’s Ladenburg Thalmann Financial Services Inc LTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-179,255
| Closed | -$624K | – | 6770 |
|
|
2019
Q4 | $624K | Sell |
179,255
-188,072
| -51% | -$655K | ﹤0.01% | 4108 |
|
|
2019
Q3 | $871K | Buy |
367,327
+49,860
| +16% | +$118K | ﹤0.01% | 3878 |
|
|
2019
Q2 | $1.09M | Buy |
317,467
+102,753
| +48% | +$352K | ﹤0.01% | 3757 |
|
|
2019
Q1 | $608K | Buy |
214,714
+41,743
| +24% | +$118K | ﹤0.01% | 4163 |
|
|
2018
Q4 | $403K | Buy |
172,971
+9,990
| +6% | +$23.3K | ﹤0.01% | 4334 |
|
|
2018
Q3 | $440K | Buy |
162,981
+1,861
| +1% | +$5.02K | ﹤0.01% | 4413 |
|
|
2018
Q2 | $547K | Sell |
161,120
-2,361
| -1% | -$8.02K | ﹤0.01% | 4289 |
|
|
2018
Q1 | $535K | Sell |
163,481
-202
| -0.1% | -$661 | ﹤0.01% | 4248 |
|
|
2017
Q4 | $518K | Buy |
163,683
+31,980
| +24% | +$101K | ﹤0.01% | 4270 |
|
|
2017
Q3 | $379K | Buy |
131,703
+40,764
| +45% | +$117K | ﹤0.01% | 4390 |
|
|
2017
Q2 | $223K | Sell |
90,939
-184,489
| -67% | -$452K | ﹤0.01% | 4561 |
|
|
2017
Q1 | $683K | Sell |
275,428
-5,900
| -2% | -$14.6K | ﹤0.01% | 3955 |
|
|
2016
Q4 | $686K | Buy |
281,328
+244,550
| +665% | +$596K | ﹤0.01% | 3888 |
|
|
2016
Q3 | $85K | Sell |
36,778
-20,638
| -36% | -$47.7K | ﹤0.01% | 4800 |
|
|
2016
Q2 | $136K | Buy |
57,416
+22,712
| +65% | +$53.8K | ﹤0.01% | 4481 |
|
|
2016
Q1 | $87K | Buy |
34,704
+3,707
| +12% | +$9.29K | ﹤0.01% | 4759 |
|
|
2015
Q4 | $85K | Buy |
30,997
+1,029
| +3% | +$2.82K | ﹤0.01% | 4844 |
|
|
2015
Q3 | $64K | Sell |
29,968
-5,823
| -16% | -$12.4K | ﹤0.01% | 4973 |
|
|
2015
Q2 | $125K | Buy |
35,791
+29,158
| +440% | +$102K | ﹤0.01% | 4747 |
|
|
2015
Q1 | $25K | Buy |
6,633
+1,883
| +40% | +$7.1K | ﹤0.01% | 5102 |
|
|
2014
Q4 | $18K | Buy |
4,750
+153
| +3% | +$580 | ﹤0.01% | 5203 |
|
|
2014
Q3 | $19K | Sell |
4,597
-4,376
| -49% | -$18.1K | ﹤0.01% | 5178 |
|
|
2014
Q2 | $28K | Buy |
8,973
+8,967
| +149,450% | +$28K | ﹤0.01% | 5079 |
|
|
2014
Q1 | $0 | Sell |
6
-3,000
| -100% | – | ﹤0.01% | 5922 |
|
|
2013
Q4 | $9K | Buy |
3,006
+2,998
| +37,475% | +$8.98K | ﹤0.01% | 5095 |
|
|
2013
Q3 | $0 | Sell |
8
-6,870
| -100% | – | ﹤0.01% | 5751 |
|
|
2013
Q2 | $11K | Buy |
+6,878
| New | +$11K | ﹤0.01% | 4938 |
|