Lodestone Wealth Management LLC Purchases and Sells in Q1 2025

Lodestone Wealth Management LLC

  • $188 Billion
  • Q1 2025

Top Buys

Incresed Positions

76 operations
Stock Shares change Price Range Shares Held Trade History
8.87K
+ 38.62%
$37.84 - $45.91 $336K - $407K
31.8K $1.36B
8.81K
+ 50.19%
$33.15 - $38.55 $292K - $339K
26.4K $986M
93
+ 0.85%
$146.71 - $167.97 $13.6K - $15.6K
11.1K $1.85B
CAPITAL GRP FIXED INCM ETF T
7.88K
+ 9.9%
N/A
87.5K $2.3B
18
+ 0.29%
$306.92 - $362.71 $5.52K - $6.53K
6.12K $2.15B
5.44K
+ 2.49%
$21.94 - $22.64 $119K - $123K
224K $5.03B
View all

New Holdings

10 operations
Stock Shares change Price Range Shares Held Trade History
31.3K
New
$36.64 - $45.76 $1.15M - $1.43M
31.3K $1.17B
16.5K
New
$47.4 - $50.24 $784K - $831K
16.5K $799M
23.8K
New
$27.56 - $32.1 $656K - $764K
23.8K $670M
SIRIUSXM HOLDINGS INC
15.9K
New
N/A
15.9K $358M
CAPITAL GROUP CONSERVATIVE E
9.68K
New
N/A
9.68K $263M
LAM RESEARCH CORP
3.25K
New
N/A
3.25K $236M
View all

Top Sells

Reduced Positions

59 operations
Stock Shares change Price Range Shares Held Trade History
-3.91K
- 81.85%
$551.42 - $612.93 $2.15M - $2.39M
866 $485M
-25.6K
- 28.1%
$53.6 - $58.97 $1.37M - $1.51M
65.6K $3.59B
-2.12K
- 15.49%
$255.39 - $325.87 $541K - $691K
11.6K $3.11B
-27.4K
- 18.03%
$15.88 - $20.87 $435K - $571K
125K $2.14B
-3.18K
- 15.61%
$113.93 - $141.54 $362K - $450K
17.2K $1.97B
-23.7K
- 77.97%
$32.42 - $36.13 $769K - $857K
6.71K $221M
View all
Activity Summary
Buys All Purchases 86 New Holdings 10 Increased Positions 76 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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