Creative Planning’s LegacyTexas Financial Group Inc LTXB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,969
| Closed | -$390K | – | 2168 |
|
|
2019
Q3 | $390K | Buy |
8,969
+1,500
| +20% | +$62.4K | ﹤0.01% | 1211 |
|
|
2019
Q2 | $304K | Buy |
7,469
+142
| +2% | +$5.57K | ﹤0.01% | 1360 |
|
|
2019
Q1 | $274K | Sell |
7,327
-639
| -8% | -$25K | ﹤0.01% | 1380 |
|
|
2018
Q4 | $256K | Hold |
7,966
| – | – | ﹤0.01% | 1333 |
|
|
2018
Q3 | $339K | Sell |
7,966
-2,400
| -23% | -$105K | ﹤0.01% | 1320 |
|
|
2018
Q2 | $404K | Buy |
10,366
+1,400
| +16% | +$59.2K | ﹤0.01% | 1188 |
|
|
2018
Q1 | $384K | Sell |
8,966
-592
| -6% | -$25.9K | ﹤0.01% | 1217 |
|
|
2017
Q4 | $403K | Buy |
+9,558
| New | +$382K | ﹤0.01% | 1194 |
|
|
2017
Q3 | – | Sell |
-605
| Closed | -$23K | – | 4266 |
|
|
2017
Q2 | $23K | Hold |
605
| – | – | ﹤0.01% | 3106 |
|
|
2017
Q1 | $24K | Hold |
605
| – | – | ﹤0.01% | 3020 |
|
|
2016
Q4 | $26K | Buy |
605
+5
| +0.8% | +$187 | ﹤0.01% | 2911 |
|
|
2016
Q3 | $19K | Hold |
600
| – | – | ﹤0.01% | 3107 |
|
|
2016
Q2 | $16K | Hold |
600
| – | – | ﹤0.01% | 2962 |
|
|
2016
Q1 | $12K | Hold |
600
| – | – | ﹤0.01% | 3129 |
|
|
2015
Q4 | $15K | Sell |
600
-250
| -29% | -$7.2K | ﹤0.01% | 3051 |
|
|
2015
Q3 | $26K | Buy |
+850
| New | +$24.8K | ﹤0.01% | 2540 |
|
Creative Planning's LTXB Position: Q4 2019 in Review
Creative Planning sold out of LegacyTexas Financial Group Inc (LTXB) in Q4 2019, closing a stake of 8,969 shares — an estimated $390K sold.
Creative Planning first reported a position in LTXB in Q3 2015 and held it in 16 quarters. The position peaked at $404K in Q2 2018. 1 fund tracked by Wall St. Rank holds LTXB as of Q4 2019.
- Creative Planning reported no remaining LegacyTexas Financial Group Inc position as of Q4 2019 after selling out during the quarter.
- Creative Planning sold 8,969 LegacyTexas Financial Group Inc shares in Q4 2019, an estimated $390K.
- Creative Planning first reported a position in LegacyTexas Financial Group Inc in Q3 2015 and held it in 16 quarters.
- Creative Planning's LegacyTexas Financial Group Inc position peaked at $404K in Q2 2018.
- 1 fund tracked by Wall St. Rank held LegacyTexas Financial Group Inc as of Q4 2019.
Based on Creative Planning's 13F filing for Q4 2019, filed 30 Jan 2020.