First Dallas Securities’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-4,250
| Closed | -$227K | – | 111 |
|
|
2014
Q4 | $227K | Sell |
4,250
-1,850
| -30% | -$98.8K | 0.15% | 89 |
|
|
2014
Q3 | $312K | Sell |
6,100
-1,000
| -14% | -$51.1K | 0.19% | 74 |
|
|
2014
Q2 | $364K | Buy |
7,100
+150
| +2% | +$7.69K | 0.22% | 73 |
|
|
2014
Q1 | $341K | Hold |
6,950
| – | – | 0.23% | 69 |
|
|
2013
Q4 | $302K | Buy |
6,950
+300
| +5% | +$13K | 0.2% | 71 |
|
|
2013
Q3 | $222K | Buy |
6,650
+200
| +3% | +$6.68K | 0.17% | 81 |
|
|
2013
Q2 | $200K | Buy |
+6,450
| New | +$200K | 0.15% | 75 |
|