LF
Lee Financial’s Ferguson FERG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
7,261
+705
| +11% | +$154K | 0.23% | 50 |
|
|
2025
Q1 | $1.05M | Buy |
6,556
+185
| +3% | +$29.7K | 0.16% | 68 |
|
|
2024
Q4 | $1.11M | Sell |
6,371
-104
| -2% | -$18.1K | 0.16% | 73 |
|
|
2024
Q3 | $1.29M | Buy |
6,475
+607
| +10% | +$121K | 0.18% | 64 |
|
|
2024
Q2 | $1.14M | Sell |
5,868
-369
| -6% | -$71.5K | 0.19% | 61 |
|
|
2024
Q1 | $1.36M | Sell |
6,237
-62
| -1% | -$13.5K | 0.23% | 52 |
|
|
2023
Q4 | $1.22M | Buy |
6,299
+1,323
| +27% | +$255K | 0.21% | 56 |
|
|
2023
Q3 | $818K | Buy |
4,976
+219
| +5% | +$36K | 0.15% | 63 |
|
|
2023
Q2 | $749K | Buy |
+4,757
| New | +$749K | 0.13% | 69 |
|
|
2023
Q1 | – | Sell |
-50
| Closed | -$6.35K | – | 856 |
|
|
2022
Q4 | $6.35K | Hold |
50
| – | – | ﹤0.01% | 515 |
|
|
2022
Q3 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 537 |
|