Ancora Advisors’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,951
| Closed | -$545K | – | 1445 |
|
|
2020
Q2 | $545K | Hold |
10,951
| – | – | 0.02% | 402 |
|
|
2020
Q1 | $535K | Buy |
10,951
+10,351
| +1,725% | +$506K | 0.02% | 436 |
|
|
2019
Q4 | $22K | Buy |
+600
| New | +$22K | ﹤0.01% | 1033 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$16K | – | 1263 |
|
|
2018
Q3 | $16K | Buy |
+500
| New | +$16K | ﹤0.01% | 1117 |
|
|
2017
Q1 | – | Sell |
-900
| Closed | -$27K | – | 1160 |
|
|
2016
Q4 | $27K | Buy |
+900
| New | +$27K | ﹤0.01% | 886 |
|
|
2016
Q2 | – | Sell |
-6,400
| Closed | -$222K | – | 546 |
|
|
2016
Q1 | $222K | Buy |
+6,400
| New | +$222K | 0.03% | 429 |
|
|
2014
Q2 | – | Sell |
-4,600
| Closed | -$226K | – | 500 |
|
|
2014
Q1 | $226K | Sell |
4,600
-15,200
| -77% | -$747K | 0.03% | 390 |
|
|
2013
Q4 | $861K | Sell |
19,800
-5,000
| -20% | -$217K | 0.13% | 188 |
|
|
2013
Q3 | $829K | Sell |
24,800
-26,500
| -52% | -$886K | 0.14% | 171 |
|
|
2013
Q2 | $1.59M | Buy |
+51,300
| New | +$1.59M | 0.27% | 93 |
|