Zhang Financial’s LCI Industries LCII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Hold |
11,844
| – | – | 0.05% | 160 |
|
|
2025
Q1 | $1.04M | Hold |
11,844
| – | – | 0.05% | 156 |
|
|
2024
Q4 | $1.22M | Hold |
11,844
| – | – | 0.07% | 136 |
|
|
2024
Q3 | $1.43M | Hold |
11,844
| – | – | 0.09% | 118 |
|
|
2024
Q2 | $1.22M | Hold |
11,844
| – | – | 0.09% | 120 |
|
|
2024
Q1 | $1.46M | Hold |
11,844
| – | – | 0.11% | 108 |
|
|
2023
Q4 | $1.49M | Hold |
11,844
| – | – | 0.13% | 97 |
|
|
2023
Q3 | $1.39M | Hold |
11,844
| – | – | 0.14% | 89 |
|
|
2023
Q2 | $1.5M | Hold |
11,844
| – | – | 0.15% | 81 |
|
|
2023
Q1 | $1.3M | Hold |
11,844
| – | – | 0.15% | 86 |
|
|
2022
Q4 | $1.09M | Hold |
11,844
| – | – | 0.14% | 91 |
|
|
2022
Q3 | $1.2M | Hold |
11,844
| – | – | 0.18% | 67 |
|
|
2022
Q2 | $1.33M | Buy |
11,844
+1,416
| +14% | +$158K | 0.21% | 61 |
|
|
2022
Q1 | $1.08M | Buy |
10,428
+3,606
| +53% | +$375K | 0.18% | 74 |
|
|
2021
Q4 | $1.06M | Hold |
6,822
| – | – | 0.19% | 73 |
|
|
2021
Q3 | $918K | Hold |
6,822
| – | – | 0.21% | 60 |
|
|
2021
Q2 | $897K | Hold |
6,822
| – | – | 0.22% | 54 |
|
|
2021
Q1 | $902K | Hold |
6,822
| – | – | 0.24% | 48 |
|
|
2020
Q4 | $885K | Sell |
6,822
-6,500
| -49% | -$843K | 0.27% | 38 |
|
|
2020
Q3 | $1.42M | Buy |
13,322
+1,716
| +15% | +$182K | 0.51% | 28 |
|
|
2020
Q2 | $1.33M | Hold |
11,606
| – | – | 0.51% | 28 |
|
|
2020
Q1 | $776K | Hold |
11,606
| – | – | 0.34% | 34 |
|
|
2019
Q4 | $1.24M | Buy |
11,606
+563
| +5% | +$60.3K | 0.47% | 28 |
|
|
2019
Q3 | $1.01M | Hold |
11,043
| – | – | 0.43% | 30 |
|
|
2019
Q2 | $994K | Hold |
11,043
| – | – | 0.42% | 32 |
|
|
2019
Q1 | $848K | Buy |
11,043
+3,650
| +49% | +$280K | 0.37% | 34 |
|
|
2018
Q4 | $494K | Buy |
7,393
+703
| +11% | +$47K | 0.24% | 47 |
|
|
2018
Q3 | $551K | Buy |
6,690
+134
| +2% | +$11K | 0.26% | 43 |
|
|
2018
Q2 | $600K | Buy |
6,556
+3,000
| +84% | +$275K | 0.31% | 39 |
|
|
2018
Q1 | $352K | Buy |
+3,556
| New | +$352K | 0.18% | 54 |
|