Hancock Whitney’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
Q3 | – | Sell |
-24,874
| Closed | -$1.24M | – | 845 |
|
|
2020
Q2 | $1.24M | Sell |
24,874
-16,509
| -40% | -$822K | 0.05% | 334 |
|
|
2020
Q1 | $2.02M | Buy |
+41,383
| New | +$2.02M | 0.08% | 235 |
|
|
2015
Q3 | – | Sell |
-12,916
| Closed | -$713K | – | 625 |
|
|
2015
Q2 | $713K | Hold |
12,916
| – | – | 0.03% | 360 |
|
|
2015
Q1 | $713K | Buy |
12,916
+557
| +5% | +$30.7K | 0.03% | 360 |
|
|
2014
Q4 | $660K | Sell |
12,359
-8,274
| -40% | -$442K | 0.03% | 348 |
|
|
2014
Q3 | $1.06M | Sell |
20,633
-1,375
| -6% | -$70.4K | 0.04% | 272 |
|
|
2014
Q2 | $1.13M | Buy |
+22,008
| New | +$1.13M | 0.04% | 289 |
|