First Horizon Advisors’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-741
| Closed | -$25K | – | 1650 |
|
2019
Q4 | $25K | Hold |
741
| – | – | ﹤0.01% | 787 |
|
2019
Q3 | $27K | Hold |
741
| – | – | ﹤0.01% | 748 |
|
2019
Q2 | $27K | Hold |
741
| – | – | ﹤0.01% | 773 |
|
2019
Q1 | $20K | Hold |
741
| – | – | ﹤0.01% | 848 |
|
2018
Q4 | $18K | Hold |
741
| – | – | ﹤0.01% | 845 |
|
2018
Q3 | $22K | Buy |
741
+417
| +129% | +$12.4K | ﹤0.01% | 856 |
|
2018
Q2 | $10K | Hold |
324
| – | – | ﹤0.01% | 1135 |
|
2018
Q1 | $11K | Buy |
+324
| New | +$11K | ﹤0.01% | 982 |
|
2016
Q1 | – | Sell |
-19
| Closed | – | – | 1435 |
|
2015
Q4 | $0 | Hold |
19
| – | – | ﹤0.01% | 1423 |
|
2015
Q3 | $0 | Hold |
19
| – | – | ﹤0.01% | 1497 |
|
2015
Q2 | $0 | Hold |
19
| – | – | ﹤0.01% | 1541 |
|
2015
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 1464 |
|
2014
Q4 | $1K | Sell |
19
-489
| -96% | -$25.7K | ﹤0.01% | 1436 |
|
2014
Q3 | $25K | Sell |
508
-37
| -7% | -$1.82K | ﹤0.01% | 753 |
|
2014
Q2 | $25K | Buy |
+545
| New | +$25K | ﹤0.01% | 760 |
|