James Investment Research’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
Q2 | – | Sell |
-3,500
| Closed | -$171K | – | 502 |
|
|
2020
Q1 | $171K | Hold |
3,500
| – | – | 0.02% | 238 |
|
|
2019
Q4 | $126K | Hold |
3,500
| – | – | 0.01% | 310 |
|
|
2019
Q3 | $134K | Sell |
3,500
-1,938
| -36% | -$74.2K | 0.01% | 335 |
|
|
2019
Q2 | $208K | Sell |
5,438
-4,813
| -47% | -$184K | 0.02% | 361 |
|
|
2019
Q1 | $281K | Sell |
10,251
-906
| -8% | -$24.8K | 0.02% | 496 |
|
|
2018
Q4 | $285K | Sell |
11,157
-21,923
| -66% | -$560K | 0.02% | 508 |
|
|
2018
Q3 | $1.03M | Sell |
33,080
-58,826
| -64% | -$1.84M | 0.04% | 469 |
|
|
2018
Q2 | $3.19M | Buy |
91,906
+4,305
| +5% | +$150K | 0.12% | 164 |
|
|
2018
Q1 | $3.56M | Buy |
87,601
+15,564
| +22% | +$633K | 0.13% | 148 |
|
|
2017
Q4 | $3.02M | Buy |
72,037
+24,172
| +51% | +$1.01M | 0.1% | 160 |
|
|
2017
Q3 | $1.88M | Buy |
+47,865
| New | +$1.88M | 0.06% | 274 |
|