Legacy Capital Group California’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $667K | Sell |
11,178
-312
| -3% | -$18.6K | 0.18% | 140 |
|
|
2025
Q1 | $679K | Sell |
11,490
-107
| -0.9% | -$6.32K | 0.24% | 113 |
|
|
2024
Q4 | $717K | Sell |
11,597
-72
| -0.6% | -$4.45K | 0.22% | 126 |
|
|
2024
Q3 | $699K | Sell |
11,669
-2,250
| -16% | -$135K | 0.23% | 126 |
|
|
2024
Q2 | $710K | Buy |
13,919
+119
| +0.9% | +$6.07K | 0.26% | 120 |
|
|
2024
Q1 | $759K | Buy |
13,800
+1,264
| +10% | +$69.5K | 0.28% | 119 |
|
|
2023
Q4 | $700K | Sell |
12,536
-1,105
| -8% | -$61.7K | 0.27% | 120 |
|
|
2023
Q3 | $567K | Buy |
13,641
+22
| +0.2% | +$914 | 0.24% | 123 |
|
|
2023
Q2 | $577K | Buy |
13,619
+375
| +3% | +$15.9K | 0.24% | 126 |
|
|
2023
Q1 | $575K | Buy |
+13,244
| New | +$575K | 0.28% | 107 |
|