Academy Capital Management’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-11,905
| Closed | -$613K | – | 48 |
|
|
2015
Q2 | $613K | Sell |
11,905
-235,714
| -95% | -$12.1M | 0.13% | 42 |
|
|
2015
Q1 | $13.7M | Sell |
247,619
-154,602
| -38% | -$8.53M | 2.68% | 17 |
|
|
2014
Q4 | $21.5M | Sell |
402,221
-1,841
| -0.5% | -$98.3K | 4.25% | 7 |
|
|
2014
Q3 | $20.7M | Sell |
404,062
-2,057
| -0.5% | -$105K | 4.47% | 7 |
|
|
2014
Q2 | $20.8M | Sell |
406,119
-14,520
| -3% | -$745K | 4.26% | 8 |
|
|
2014
Q1 | $20.6M | Sell |
420,639
-36,990
| -8% | -$1.81M | 4.42% | 9 |
|
|
2013
Q4 | $19.9M | Sell |
457,629
-5,037
| -1% | -$219K | 4.54% | 10 |
|
|
2013
Q3 | $15.5M | Sell |
462,666
-37
| -0% | -$1.24K | 3.92% | 13 |
|
|
2013
Q2 | $14.3M | Buy |
+462,703
| New | +$14.3M | 3.67% | 12 |
|