Gideon Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-12,771
| Closed | -$487K | – | 401 |
|
|
2017
Q2 | $487K | Buy |
+12,771
| New | +$487K | 0.54% | 45 |
|
|
2017
Q1 | – | Sell |
-9,803
| Closed | -$294K | – | 548 |
|
|
2016
Q4 | $294K | Sell |
9,803
-841
| -8% | -$25.2K | 0.19% | 261 |
|
|
2016
Q3 | $356K | Buy |
+10,644
| New | +$356K | 0.22% | 125 |
|
|
2015
Q3 | – | Sell |
-19,610
| Closed | -$1.01M | – | 350 |
|
|
2015
Q2 | $1.01M | Buy |
19,610
+755
| +4% | +$38.9K | 0.42% | 89 |
|
|
2015
Q1 | $1.04M | Buy |
+18,855
| New | +$1.04M | 0.42% | 92 |
|
|
2014
Q4 | – | Sell |
-36,681
| Closed | -$1.88M | – | 337 |
|
|
2014
Q3 | $1.88M | Buy |
+36,681
| New | +$1.88M | 0.73% | 37 |
|