Lion Street Advisors, LLC Purchases and Sells in Q4 2024

Lion Street Advisors, LLC

$307 Million
Q4 2024

Top Buys

Incresed Positions

121 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GIS	290K + 38.26%	$62.78 - $74.62 $18.2M - $21.7M	1.05M $66.9M
COST	1.89K + 30.52%	$873.59 - $994.69 $1.65M - $1.88M	8.1K $7.42M
PULS	35.3K + 43.78%	$49.51 - $49.79 $1.75M - $1.76M	116K $5.74M
VOO	2.2K + 24.72%	$521.84 - $558.82 $1.15M - $1.23M	11.1K $5.97M
SCHD	162K + 261.42%	$26.93 - $84.95 $4.35M - $13.7M	223K $6.1M
FTNT	4.16K + 29.14%	$76.49 - $99.21 $318K - $413K	18.4K $1.74M

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MINT	7.93K New	$100.22 - $100.73 $794K - $798K	7.93K $795K
SPHY	23K New	$23.29 - $23.93 $536K - $550K	23K $539K
AMAT	2.05K New	$161.44 - $213.89 $330K - $437K	2.05K $332K
IWY	1.33K New	$216.72 - $244.71 $288K - $325K	1.33K $312K
CBRE	2.34K New	$119.22 - $140.71 $279K - $330K	2.34K $307K
BSV	3.85K New	$77.02 - $78.58 $297K - $303K	3.85K $297K

Top Sells

Reduced Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFA	-3.91K - 13.03%	$75.1 - $82.99 $294K - $325K	26.1K $1.97M
FMAY	-6.19K - 32.62%	$46.18 - $48.09 $286K - $298K	12.8K $606K
RWR	-1.6K - 28.04%	$97.84 - $108.61 $156K - $174K	4.1K $405K
SWK	-173 - 2.85%	$79.07 - $109.36 $13.7K - $18.9K	5.9K $473K
LHX	-657 - 35.98%	$208.94 - $264.22 $137K - $174K	1.17K $245K
HDV	-1.16K - 10.65%	$110.82 - $121.28 $128K - $140K	9.71K $1.09M

Activity Summary All Purchases 142 New Holdings 21 Increased Positions 121 All Sells 89 Reductions 89 Sold out 0 Calls 0 Puts 0

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