IFP Advisors’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,709
| Closed | -$85.3K | – | 3092 |
|
|
2020
Q2 | $84K | Sell |
1,709
-36
| -2% | -$1.79K | 0.01% | 991 |
|
|
2020
Q1 | $86K | Sell |
1,745
-594
| -25% | -$25.9K | 0.01% | 897 |
|
|
2019
Q4 | $83K | Sell |
2,339
-547
| -19% | -$20.3K | 0.01% | 1042 |
|
|
2019
Q3 | $112K | Buy |
+2,886
| New | +$109K | 0.01% | 1007 |
|
|
2019
Q1 | $2K | Sell |
62
-2,308
| -97% | -$66.2K | ﹤0.01% | 2151 |
|
|
2018
Q4 | $60K | Sell |
2,370
-62
| -3% | -$1.74K | ﹤0.01% | 1504 |
|
|
2018
Q3 | $76K | Sell |
2,432
-2,057
| -46% | -$66.5K | ﹤0.01% | 1652 |
|
|
2018
Q2 | $156K | Buy |
4,489
+3,266
| +267% | +$124K | 0.01% | 1216 |
|
|
2018
Q1 | $51K | Hold |
1,223
| – | – | ﹤0.01% | 1802 |
|
|
2017
Q4 | $51K | Hold |
1,223
| – | – | ﹤0.01% | 1819 |
|
|
2017
Q3 | $48K | Buy |
1,223
+161
| +15% | +$6.18K | ﹤0.01% | 2019 |
|
|
2017
Q2 | $41K | Sell |
1,062
-2,500
| -70% | -$94.7K | ﹤0.01% | 2107 |
|
|
2017
Q1 | $129K | Buy |
3,562
+2,500
| +235% | +$86.6K | 0.01% | 1353 |
|
|
2016
Q4 | $32K | Buy |
1,062
+979
| +1,180% | +$30.8K | ﹤0.01% | 2162 |
|
|
2016
Q3 | $3K | Hold |
83
| – | – | ﹤0.01% | 3506 |
|
|
2016
Q2 | $2K | Buy |
83
+21
| +34% | +$681 | ﹤0.01% | 3537 |
|
|
2016
Q1 | $2K | Sell |
62
-22
| -26% | -$690 | ﹤0.01% | 2140 |
|
|
2015
Q4 | $3K | Buy |
+84
| New | +$3.6K | ﹤0.01% | 3250 |
|
IFP Advisors's LM Position: Q3 2020 in Review
IFP Advisors sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 1,709 shares — an estimated $85.3K sold.
IFP Advisors first reported a position in LM in Q4 2015 and held it in 18 quarters. The position peaked at $156K in Q2 2018. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- IFP Advisors reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- IFP Advisors sold 1,709 Legg Mason, Inc. shares in Q3 2020, an estimated $85.3K.
- IFP Advisors first reported a position in Legg Mason, Inc. in Q4 2015 and held it in 18 quarters.
- IFP Advisors's Legg Mason, Inc. position peaked at $156K in Q2 2018.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on IFP Advisors's 13F filing for Q3 2020, filed 29 Oct 2020.