LA
Legacy Advisors’s Fulton Financial FULT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $281K | Sell |
5,071
-276,033
| -98% | -$15.3M | 4.44% | 4 |
|
2025
Q1 | $5.09M | Hold |
281,104
| – | – | 0.52% | 32 |
|
2024
Q4 | $5.47M | Hold |
281,104
| – | – | 0.53% | 33 |
|
2024
Q3 | $5.1M | Hold |
281,104
| – | – | 0.55% | 33 |
|
2024
Q2 | $4.77M | Sell |
281,104
-5,000
| -2% | -$84.9K | 0.58% | 29 |
|
2024
Q1 | $4.59M | Hold |
286,104
| – | – | 0.58% | 31 |
|
2023
Q4 | $4.76M | Buy |
286,104
+5,000
| +2% | +$83.2K | 0.61% | 26 |
|
2023
Q3 | $3.45M | Hold |
281,104
| – | – | 0.56% | 37 |
|
2023
Q2 | $3.35M | Hold |
281,104
| – | – | 0.5% | 42 |
|
2023
Q1 | $3.93M | Hold |
281,104
| – | – | 0.72% | 29 |
|
2022
Q4 | $4.77M | Hold |
281,104
| – | – | 0.87% | 17 |
|
2022
Q3 | $4.44M | Hold |
281,104
| – | – | 0.98% | 14 |
|
2022
Q2 | $4.1M | Hold |
281,104
| – | – | 0.86% | 13 |
|
2022
Q1 | $4.71M | Hold |
281,104
| – | – | 0.92% | 14 |
|
2021
Q4 | $4.78M | Hold |
281,104
| – | – | 1.75% | 12 |
|
2021
Q3 | $4.3M | Hold |
281,104
| – | – | 1.72% | 12 |
|
2021
Q2 | $4.44M | Hold |
281,104
| – | – | 1.8% | 11 |
|
2021
Q1 | $4.79M | Hold |
281,104
| – | – | 2.11% | 9 |
|
2020
Q4 | $3.58M | Hold |
281,104
| – | – | 2.03% | 11 |
|
2020
Q3 | $2.62M | Hold |
281,104
| – | – | 1.73% | 14 |
|
2020
Q2 | $2.96M | Sell |
281,104
-38,218
| -12% | -$402K | 2.35% | 11 |
|
2020
Q1 | $3.67M | Hold |
319,322
| – | – | 3.67% | 6 |
|
2019
Q4 | $5.57M | Hold |
319,322
| – | – | 3.53% | 4 |
|
2019
Q3 | $5.17M | Hold |
319,322
| – | – | 3.86% | 4 |
|
2019
Q2 | $5.23M | Sell |
319,322
-319,322
| -50% | -$5.23M | 3.53% | 4 |
|
2019
Q1 | $9.89M | Buy |
638,644
+319,322
| +100% | +$4.94M | 3.21% | 5 |
|
2018
Q4 | $4.94M | Hold |
319,322
| – | – | 3.75% | 4 |
|
2018
Q3 | $5.36M | Hold |
319,322
| – | – | 2.64% | 4 |
|
2018
Q2 | $5.31M | Buy |
319,322
+76,435
| +31% | +$1.27M | 3.96% | 5 |
|
2018
Q1 | $4.26M | Hold |
242,887
| – | – | 3.15% | 10 |
|
2017
Q4 | $4.37M | Hold |
242,887
| – | – | 4.26% | 5 |
|
2017
Q3 | $4.58M | Hold |
242,887
| – | – | 5.1% | 5 |
|
2017
Q2 | $4.64M | Hold |
242,887
| – | – | 5.92% | 5 |
|
2017
Q1 | $4.36M | Hold |
242,887
| – | – | 5.89% | 5 |
|
2016
Q4 | $4.59M | Buy |
+242,887
| New | +$4.59M | 6.27% | 4 |
|