IFP Advisors’s Legg Mason, Inc. LM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5170 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4971 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4789 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4547 |
|
|
2020
Q3 | – | Sell |
-1,709
| Closed | -$84K | – | 4340 |
|
|
2020
Q2 | $84K | Sell |
1,709
-36
| -2% | -$1.77K | 0.01% | 990 |
|
|
2020
Q1 | $86K | Sell |
1,745
-594
| -25% | -$29.3K | 0.01% | 895 |
|
|
2019
Q4 | $83K | Sell |
2,339
-547
| -19% | -$19.4K | 0.01% | 1042 |
|
|
2019
Q3 | $112K | Buy |
+2,886
| New | +$112K | 0.01% | 1007 |
|
|
2019
Q1 | $2K | Sell |
62
-2,308
| -97% | -$74.5K | ﹤0.01% | 2151 |
|
|
2018
Q4 | $60K | Sell |
2,370
-62
| -3% | -$1.57K | ﹤0.01% | 1493 |
|
|
2018
Q3 | $76K | Sell |
2,432
-2,057
| -46% | -$64.3K | ﹤0.01% | 1644 |
|
|
2018
Q2 | $156K | Buy |
4,489
+3,266
| +267% | +$113K | 0.01% | 1207 |
|
|
2018
Q1 | $51K | Hold |
1,223
| – | – | ﹤0.01% | 1802 |
|
|
2017
Q4 | $51K | Hold |
1,223
| – | – | ﹤0.01% | 1798 |
|
|
2017
Q3 | $48K | Buy |
1,223
+161
| +15% | +$6.32K | ﹤0.01% | 2003 |
|
|
2017
Q2 | $41K | Sell |
1,062
-2,500
| -70% | -$96.5K | ﹤0.01% | 2091 |
|
|
2017
Q1 | $129K | Buy |
3,562
+2,500
| +235% | +$90.5K | 0.01% | 1347 |
|
|
2016
Q4 | $32K | Buy |
1,062
+979
| +1,180% | +$29.5K | ﹤0.01% | 2147 |
|
|
2016
Q3 | $3K | Hold |
83
| – | – | ﹤0.01% | 3489 |
|
|
2016
Q2 | $2K | Buy |
83
+21
| +34% | +$506 | ﹤0.01% | 3525 |
|
|
2016
Q1 | $2K | Sell |
62
-22
| -26% | -$710 | ﹤0.01% | 2151 |
|
|
2015
Q4 | $3K | Buy |
+84
| New | +$3K | ﹤0.01% | 3234 |
|