Legacy Capital Wealth Partners’s Jones Lang LaSalle JLL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$545K Sell
2,131
-3
-0.1% -$767 0.12% 179
2025
Q1
$529K Sell
2,134
-7
-0.3% -$1.74K 0.13% 173
2024
Q4
$542K Sell
2,141
-2,159
-50% -$547K 0.13% 158
2024
Q3
$1.16M Buy
4,300
+1,875
+77% +$506K 0.23% 90
2024
Q2
$498K Buy
+2,425
New +$498K 0.13% 164
2024
Q1
Sell
-2,167
Closed -$409K 232
2023
Q4
$409K Buy
2,167
+2
+0.1% +$378 0.12% 173
2023
Q3
$306K Buy
+2,165
New +$306K 0.08% 211
2023
Q2
Sell
-1,720
Closed -$250K 138
2023
Q1
$250K Buy
+1,720
New +$250K 0.07% 217