Smith Anglin Financial, LLC Purchases and Sells in Q1 2024

Smith Anglin Financial, LLC

$963 Million
Q1 2024

Top Buys

Incresed Positions

84 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVW	404K + 38.11%	$72.87 - $85.14 $29.4M - $34.4M	1.46M $124M
EYLD	471K + 59.29%	$29.62 - $34.14 $14M - $16.1M	1.27M $42.5M
XMHQ	24.3K + 4.88%	$86.47 - $110.05 $2.1M - $2.68M	523K $57.5M
JHMM	38.4K + 3.23%	$51.1 - $57.38 $1.96M - $2.2M	1.23M $70.5M
SYLD	23.3K + 2.72%	$65.45 - $73.27 $1.53M - $1.71M	881K $64.6M
SPTS	229K + 23.89%	$28.84 - $29.16 $6.6M - $6.67M	1.19M $34.3M

New Holdings

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PATH	55.1K New	$21.6 - $26.88 $1.19M - $1.48M	55.1K $1.25M
XLU	6.61K New	$59.95 - $65.65 $396K - $434K	6.61K $434K
DFAC	10.8K New	$28.62 - $31.95 $308K - $343K	10.8K $343K
JEPQ	6.15K New	$49.02 - $54.29 $301K - $334K	6.15K $333K
OXY	4.79K New	$56.22 - $64.99 $269K - $311K	4.79K $311K
COIN	1.12K New	$117.3 - $279.71 $131K - $313K	1.12K $296K

Top Sells

Reduced Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVE	-135K - 35.96%	$171.09 - $186.81 $23.2M - $25.3M	241K $45M
FRDM	-392K - 69.5%	$30.02 - $33.85 $11.8M - $13.3M	172K $5.8M
AAPL	-333 - 0.3%	$169.0 - $195.18 $56.3K - $65K	110K $18.8M
SCHV	-22.4K - 45.88%	$68.82 - $75.98 $1.54M - $1.7M	26.4K $2M
VEA	-16.5K - 56.57%	$46.21 - $50.27 $762K - $829K	12.7K $635K
SCHX	-12.8K - 26.01%	$55.41 - $62.08 $709K - $795K	36.4K $2.26M

Activity Summary All Purchases 112 New Holdings 28 Increased Positions 84 All Sells 65 Reductions 65 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Smith Anglin Financial, LLC with notifications on news.