Black Diamond Financial, LLC Purchases and Sells in Q4 2024

Black Diamond Financial, LLC

$667 Million
Q4 2024

Top Buys

Incresed Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	116K + 51.71%	$96.64 - $101.23 $11.2M - $11.7M	340K $33M
SPTI	392K + 50.8%	$27.8 - $29.05 $10.9M - $11.4M	1.16M $32.4M
SCHO	436K + 1797.02%	$24.06 - $48.88 $10.5M - $21.3M	460K $11.1M
MGK	10K + 6.51%	$316.94 - $357.88 $3.18M - $3.59M	164K $56.5M
IGIB	127K + 61.29%	$51.33 - $53.74 $6.51M - $6.81M	334K $17.2M
SCHG	689K + 360.99%	$25.93 - $105.3 $17.9M - $72.5M	880K $24.5M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IGSB	223K New	$51.54 - $52.55 $11.5M - $11.7M	223K $11.5M
CAPR	278K New	$12.9 - $21.99 $3.58M - $6.11M	278K $3.85M
IBM	2.7K New	$204.9 - $238.04 $554K - $644K	2.7K $594K
SPDW	16.2K New	$34.13 - $37.35 $553K - $606K	16.2K $553K
SPEM	8.06K New	$38.37 - $42.82 $309K - $345K	8.06K $309K
MSTR	1.01K New	$162.69 - $473.83 $165K - $480K	1.01K $293K

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCSH	-10.8K - 12.29%	$77.86 - $79.27 $842K - $857K	77.2K $6.02M
SDY	-2.88K - 6.67%	$131.66 - $144.0 $379K - $415K	40.3K $5.32M
RSP	-3.38K - 6.51%	$174.22 - $187.62 $589K - $634K	48.5K $8.5M
VEU	-874 - 1.18%	$57.29 - $63.1 $50.1K - $55.1K	73.3K $4.21M
XLV	-605 - 26.96%	$136.28 - $154.74 $82.4K - $93.6K	1.64K $225K
IJR	-414 - 1.61%	$113.92 - $127.38 $47.2K - $52.7K	25.2K $2.91M

Activity Summary All Purchases 88 New Holdings 11 Increased Positions 77 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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