Lane & Associates LLC Purchases and Sells in Q4 2024

Lane & Associates LLC

$187 Million
Q4 2024

Top Buys

Incresed Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PPTA	3.1K + 24.01%	$8.86 - $12.8 $27.4K - $39.6K	16K $170K
MDY	223 + 57.33%	$563.99 - $620.12 $126K - $138K	612 $348K
DIMENSIONAL ETF TRUST	3.33K + 80.94%	N/A	7.45K $0
AVGO	188 + 14.12%	$159.67 - $250.0 $30K - $47K	1.52K $352K
JEPI	2.03K + 49.09%	$57.53 - $60.83 $117K - $123K	6.16K $354K
CNQ	253 + 3.3%	$29.51 - $37.6 $7.47K - $9.51K	7.93K $244K

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BUFR	38.9K New	$29.73 - $30.81 $1.16M - $1.2M	38.9K $1.19M
BUFQ	13.7K New	$30.04 - $32.01 $411K - $438K	13.7K $429K
SCHD	15.1K New	$26.93 - $84.95 $408K - $1.29M	15.1K $413K
IAU	6.69K New	$48.37 - $52.65 $323K - $352K	6.69K $331K
VGT	328 New	$571.78 - $647.97 $188K - $213K	328 $203K
GOOGL	1.06K New	$161.86 - $196.66 $171K - $208K	1.06K $199K

Top Sells

Reduced Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-2.35K - 5.3%	$567.81 - $607.81 $1.33M - $1.43M	42K $24.6M
DFIV	-16.2K - 9.14%	$34.86 - $37.97 $564K - $615K	161K $5.71M
VOOV	-2.15K - 6.38%	$184.21 - $199.29 $396K - $428K	31.5K $5.82M
MSFT	-957 - 7.13%	$406.35 - $454.46 $389K - $435K	12.5K $5.26M
AAPL	-1.38K - 7.63%	$221.69 - $259.02 $305K - $357K	16.7K $4.17M
VB	-619 - 4.23%	$233.76 - $261.58 $145K - $162K	14K $3.37M

Activity Summary All Purchases 65 New Holdings 14 Increased Positions 51 All Sells 52 Reductions 52 Sold out 0 Calls 0 Puts 0

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