BOK Financial’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-26,278
| Closed | -$775K | – | 924 |
|
|
2016
Q2 | $775K | Buy |
26,278
+411
| +2% | +$12.1K | 0.03% | 496 |
|
|
2016
Q1 | $897K | Buy |
25,867
+633
| +3% | +$22K | 0.03% | 452 |
|
|
2015
Q4 | $990K | Buy |
25,234
+2,291
| +10% | +$89.9K | 0.04% | 433 |
|
|
2015
Q3 | $955K | Buy |
22,943
+432
| +2% | +$18K | 0.04% | 426 |
|
|
2015
Q2 | $1.16M | Sell |
22,511
-292
| -1% | -$15K | 0.04% | 424 |
|
|
2015
Q1 | $1.26M | Buy |
22,803
+2,550
| +13% | +$141K | 0.04% | 401 |
|
|
2014
Q4 | $1.08M | Sell |
20,253
-3,096
| -13% | -$165K | 0.04% | 397 |
|
|
2014
Q3 | $1.2M | Sell |
23,349
-1,755
| -7% | -$89.8K | 0.04% | 409 |
|
|
2014
Q2 | $1.29M | Buy |
+25,104
| New | +$1.29M | 0.04% | 398 |
|