Legacy Capital Group California’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $916K | Buy |
49,252
+33,223
| +207% | +$618K | 0.25% | 102 |
|
|
2025
Q1 | $246K | Buy |
16,029
+1,188
| +8% | +$18.2K | 0.09% | 270 |
|
|
2024
Q4 | $197K | Buy |
+14,841
| New | +$197K | 0.06% | 322 |
|
|
2023
Q3 | – | Sell |
-23,865
| Closed | -$188K | – | 271 |
|
|
2023
Q2 | $188K | Buy |
23,865
+4,272
| +22% | +$33.6K | 0.08% | 258 |
|
|
2023
Q1 | $141K | Buy |
+19,593
| New | +$141K | 0.07% | 234 |
|