Creative Planning’s LegacyTexas Financial Group Inc LTXB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,969
| Closed | -$390K | – | 1999 |
|
|
2019
Q3 | $390K | Buy |
8,969
+1,500
| +20% | +$65.2K | ﹤0.01% | 1205 |
|
|
2019
Q2 | $304K | Buy |
7,469
+142
| +2% | +$5.78K | ﹤0.01% | 1353 |
|
|
2019
Q1 | $274K | Sell |
7,327
-639
| -8% | -$23.9K | ﹤0.01% | 1371 |
|
|
2018
Q4 | $256K | Hold |
7,966
| – | – | ﹤0.01% | 1326 |
|
|
2018
Q3 | $339K | Sell |
7,966
-2,400
| -23% | -$102K | ﹤0.01% | 1310 |
|
|
2018
Q2 | $404K | Buy |
10,366
+1,400
| +16% | +$54.6K | ﹤0.01% | 1178 |
|
|
2018
Q1 | $384K | Sell |
8,966
-592
| -6% | -$25.4K | ﹤0.01% | 1206 |
|
|
2017
Q4 | $403K | Buy |
+9,558
| New | +$403K | ﹤0.01% | 1184 |
|
|
2017
Q3 | – | Sell |
-605
| Closed | -$23K | – | 4145 |
|
|
2017
Q2 | $23K | Hold |
605
| – | – | ﹤0.01% | 3074 |
|
|
2017
Q1 | $24K | Hold |
605
| – | – | ﹤0.01% | 2989 |
|
|
2016
Q4 | $26K | Buy |
605
+5
| +0.8% | +$215 | ﹤0.01% | 2876 |
|
|
2016
Q3 | $19K | Hold |
600
| – | – | ﹤0.01% | 3070 |
|
|
2016
Q2 | $16K | Hold |
600
| – | – | ﹤0.01% | 2927 |
|
|
2016
Q1 | $12K | Hold |
600
| – | – | ﹤0.01% | 3100 |
|
|
2015
Q4 | $15K | Sell |
600
-250
| -29% | -$6.25K | ﹤0.01% | 3013 |
|
|
2015
Q3 | $26K | Buy |
+850
| New | +$26K | ﹤0.01% | 2523 |
|