Leavell Investment Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Hold |
728
| – | – | 0.01% | 480 |
|
|
2025
Q1 | $331K | Sell |
728
-3
| -0.4% | -$1.36K | 0.02% | 453 |
|
|
2024
Q4 | $351K | Hold |
731
| – | – | 0.02% | 436 |
|
|
2024
Q3 | $336K | Hold |
731
| – | – | 0.02% | 449 |
|
|
2024
Q2 | $298K | Buy |
731
+227
| +45% | +$92.5K | 0.02% | 438 |
|
|
2024
Q1 | $229K | Buy |
504
+51
| +11% | +$23.2K | 0.01% | 457 |
|
|
2023
Q4 | $216K | Buy |
+453
| New | +$216K | 0.01% | 446 |
|