Ownership history in Shaker Financial Services, LLC · 32 quarters on record
This page tracks every 13F SEC filing in which Shaker Financial Services, LLC reported a position in LMP CAP & INCOME FD INC COM (SCD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 83,807 | +64,807 | +341.1% | 0.39% | $1.2M | $14.58 |
| 2025 Q3 | REDUCED | 19,000 | -24,788 | -56.6% | 0.10% | $297K | $14.92 |
| 2025 Q1 | ADDED | 43,788 | +6,175 | +16.4% | 0.27% | $703K | $14.61 |
| 2024 Q4 | REDUCED | 37,613 | -54,971 | -59.4% | 0.25% | $647K | $15.46 |
| 2024 Q2 | ADDED | 92,584 | +1,624 | +1.8% | 0.58% | $1.4M | $13.37 |
| 2023 Q1 | REDUCED | 90,960 | -10,744 | -10.6% | 0.50% | $1.1M | $9.37 |
| 2022 Q4 | ADDED | 101,704 | +24,721 | +32.1% | 0.57% | $1.2M | $9.04 |
| 2022 Q3 | ADDED | 76,983 | +43,055 | +126.9% | 0.43% | $868K | $8.28 |
| 2022 Q2 | REDUCED | 33,928 | -167,688 | -83.2% | 0.20% | $418K | $8.86 |
| 2022 Q1 | ADDED | 201,616 | +44,629 | +28.4% | 1.11% | $2.9M | $10.30 |
As of 2025 Q4 — sorted by position size