Lake Street Financial LLC Reduced Holdings in Q4 2024

Lake Street Financial LLC

  • $608 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
C
Citigroup Inc

Financial Services
-48
- 1.24%
$61.31 - $72.5 $2.94K - $3.48K
3.83K $269K
VGT
Vanguard Information Technolog

ETFs
-31
- 2.36%
$571.78 - $647.97 $17.7K - $20.1K
1.29K $799K
DLR
Digital Realty Trust, Inc.

Real Estate
-40
- 1.65%
$156.46 - $195.69 $6.26K - $7.83K
2.39K $423K
BAC
Bank Of America Corp

Financial Services
-3.21K
- 7.98%
$39.22 - $47.77 $126K - $153K
37K $1.63M
XLY
Select Sector Spdr Consumer Di

ETFs
-71
- 3.33%
$194.8 - $239.43 $13.8K - $17K
2.06K $462K
ALL
Allstate Corp

Financial Services
-17
- 0.07%
$181.25 - $208.2 $3.08K - $3.54K
23.4K $4.51M
IYW
Ishares Dj Us Tech ETF

ETFs
-12
- 0.12%
$148.14 - $166.23 $1.78K - $1.99K
9.69K $1.55M
GBCI
Glacier Bancorp, Inc.

Financial Services
-250
- 1.28%
$44.09 - $58.89 $11K - $14.7K
19.3K $966K
BLK
Black Rock Inc.

Financial Services
-16
- 1.31%
$934.02 - $1065.26 $14.9K - $17K
1.21K $1.24M
SHOP
Shopify Inc.

Technology
-1.1K
- 14.45%
$78.14 - $119.49 $86K - $131K
6.51K $692K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-173
- 10.63%
$260.53 - $404.79 $45.1K - $70K
1.46K $556K
SOUN
Soundhound Ai, Inc.

Technology
-100
- 0.91%
$4.51 - $24.23 $451 - $2.42K
10.9K $216K
TSLA
Tesla, Inc.

Consumer Cyclical
-828
- 21.9%
$213.65 - $479.86 $177K - $397K
2.95K $1.19M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-439
- 1.17%
$481.22 - $538.17 $211K - $236K
37.2K $19M
BX
Blackstone Inc.

Financial Services
-20
- 0.05%
$148.45 - $199.05 $2.97K - $3.98K
39.7K $6.85M
GOOGL
Alphabet Inc.

Communication Services
-279
- 0.76%
$161.86 - $196.66 $45.2K - $54.9K
36.3K $6.87M
NVDA
Nvidia Corp

Technology
-19K
- 6.88%
$117.0 - $148.88 $2.23M - $2.83M
258K $34.6M
AVGO
Broadcom Inc.

Technology
-929
- 4.24%
$159.67 - $250.0 $148K - $232K
21K $4.87M
AXON
Axon Enterprise, Inc.

Industrials
-124
- 1.27%
$399.22 - $689.78 $49.5K - $85.5K
9.65K $5.74M
AMZN
Amazon Com Inc

Consumer Cyclical
-290
- 0.46%
$180.88 - $232.93 $52.5K - $67.5K
62.6K $13.7M
Activity Summary
Buys All Purchases 109 New Holdings 15 Increased Positions 94 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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