Number of Shares
97,810
Previous 96,810 1.03%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025

BUY
N/A
1,000 Added 1.03%
97,810 $0
Q4 2024

Jan 15, 2025

SELL
N/A
-11,250 Reduced 10.41%
96,810 $0
Q3 2024

Oct 22, 2024

BUY
N/A
950 Added 0.89%
108,060 $0
Q2 2024

Jul 12, 2024

BUY
N/A
107,110 New
107,110 $0
Track This Portfolio

Track Lake Street Financial LLC Portfolio

Follow Lake Street Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Street Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lake Street Financial LLC with notifications on news.