Carroll Financial Associates’s Legg Mason, Inc. LM Stock Holding History

Carroll Financial Associates’s Portfolio LM Stock Details LM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1	Closed	–	–	1778
2020 Q2	$0	Hold	1	–	–	﹤0.01%	1777
2020 Q1	$0	Hold	1	–	–	﹤0.01%	1780
2019 Q4	$0	Hold	1	–	–	﹤0.01%	1766
2019 Q3	$0	Sell	1 -1	-50%	-$38	﹤0.01%	1806
2019 Q2	$0	Buy	2 +1	+100%	+$35	﹤0.01%	1781
2019 Q1	$0	Buy	+1	New	+$29	﹤0.01%	1574
2017 Q1	–	Sell	-342	Closed	-$10K	–	1260
2016 Q4	$10K	Hold	342	–	–	﹤0.01%	805
2016 Q3	$11K	Hold	342	–	–	﹤0.01%	808
2016 Q2	$10K	Sell	342 -342	-50%	-$11.1K	﹤0.01%	791
2016 Q1	$23K	Hold	684	–	–	﹤0.01%	586
2015 Q4	$26K	Buy	+684	New	+$29.3K	0.01%	525

Carroll Financial Associates's LM Position: Q3 2020 in Review

Carroll Financial Associates sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 1 share.

Carroll Financial Associates first reported a position in LM in Q4 2015 and held it in 11 quarters. The position peaked at $26K in Q4 2015. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

Carroll Financial Associates reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
Carroll Financial Associates sold 1 Legg Mason, Inc. share in Q3 2020.
Carroll Financial Associates first reported a position in Legg Mason, Inc. in Q4 2015 and held it in 11 quarters.
Carroll Financial Associates's Legg Mason, Inc. position peaked at $26K in Q4 2015.
0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Carroll Financial Associates's 13F filing for Q3 2020, filed 6 Oct 2020.