Lane & Associates LLC quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, Lane & Associates LLC opened 1 positions, added to 24, reduced 17, sold out of 4 and left 1 unchanged. The largest increase in value was PG (+$639,209); the largest decrease was MSFT (-$514,965).
- MSFT: Country of operation United States; Class COM; Shares 2024-12-31 12,474; Shares 2025-03-31 12,420.
- NVDA: Country of operation United States; Class COM; Shares 2024-12-31 13,155; Shares 2025-03-31 12,942.
- BLK: Country of operation United States; Class COM; Shares 2024-12-31 412; Shares 2025-03-31 302.
- MS: Country of operation United States; Class COM NEW; Shares 2024-12-31 2,889; Shares 2025-03-31 2,680.
Two Form 13F-HR filings compared (SEC CIK 2018909): 2024-12-31 (filed 2025-02-03) and 2025-03-31 (filed 2025-05-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2024-12-31 | Shares 2025-03-31 | Share change | Value 2024-12-31 | Value 2025-03-31 | Value change |
|---|
MSFT
MICROSOFT CORP | United States | COM | 12,474 | 12,420 | -54 | $5,177,342 | $4,662,377 | -$514,965 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 13,155 | 12,942 | -213 | $1,579,562 | $1,402,635 | -$176,927 |
|---|
BLK
BLACKROCK INC | United States | COM | 412 | 302 | -110 | $443,023 | $285,372 | -$157,651 |
|---|
MS
MORGAN STANLEY | United States | COM NEW | 2,889 | 2,680 | -209 | $399,988 | $312,723 | -$87,265 |
|---|
GS
GOLDMAN SACHS GROUP INC | United States | COM | 707 | 670 | -37 | $452,914 | $365,848 | -$87,066 |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 2,691 | 2,640 | -51 | $719,223 | $647,518 | -$71,705 |
|---|
META
META PLATFORMS INC | United States | CL A | 454 | 441 | -13 | $313,046 | $254,336 | -$58,710 |
|---|
HIG
HARTFORD INSURANCE GROUP INC | United States | COM | 3,785 | 3,779 | -6 | $422,264 | $467,629 | +$45,365 |
|---|
RF
REGIONS FINANCIAL CORP NEW | United States | COM | 12,853 | 12,771 | -82 | $316,706 | $277,521 | -$39,185 |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 4,123 | 3,961 | -162 | $440,416 | $471,030 | +$30,614 |
|---|
KR
KROGER CO | United States | COM | 5,331 | 5,257 | -74 | $328,630 | $355,874 | +$27,244 |
|---|
SNA
SNAP ON INC | United States | COM | 945 | 933 | -12 | $335,770 | $314,450 | -$21,320 |
|---|
UNM
UNUM GROUP | United States | COM | 5,142 | 5,013 | -129 | $392,101 | $408,341 | +$16,240 |
|---|
V
VISA INC | United States | COM CL A | 2,579 | 2,558 | -21 | $881,493 | $896,593 | +$15,100 |
|---|
LLY
ELI LILLY & CO | United States | COM | 2,596 | 2,537 | -59 | $2,105,951 | $2,094,988 | -$10,963 |
|---|
ARAY
ACCURAY INC | United States | COM | 11,306 | 11,005 | -301 | $25,212 | $19,699 | -$5,513 |
|---|
ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 2,842 | 2,831 | -11 | $861,206 | $865,007 | +$3,801 |
|---|
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