Allen Investment 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
Q2 | – | Sell |
-7,095
| Closed | -$392K | – | 243 |
|
|
2015
Q1 | $392K | Sell |
7,095
-1,007
| -12% | -$55.6K | 0.03% | 172 |
|
|
2014
Q4 | $432K | Sell |
8,102
-1,519
| -16% | -$81K | 0.03% | 148 |
|
|
2014
Q3 | $492K | Buy |
9,621
+1,289
| +15% | +$65.9K | 0.04% | 127 |
|
|
2014
Q2 | $428K | Hold |
8,332
| – | – | 0.04% | 90 |
|
|
2014
Q1 | $409K | Buy |
+8,332
| New | +$409K | 0.06% | 86 |
|