LFA
Legacy Financial Advisors’s Allison Transmission ALSN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,881
| Closed | -$371K | – | 340 |
|
|
2025
Q1 | $371K | Sell |
3,881
-227
| -6% | -$21.7K | 0.06% | 250 |
|
|
2024
Q4 | $444K | Sell |
4,108
-2,968
| -42% | -$321K | 0.07% | 210 |
|
|
2024
Q3 | $680K | Sell |
7,076
-72
| -1% | -$6.92K | 0.11% | 157 |
|
|
2024
Q2 | $543K | Sell |
7,148
-58
| -0.8% | -$4.4K | 0.1% | 169 |
|
|
2024
Q1 | $585K | Buy |
7,206
+393
| +6% | +$31.9K | 0.1% | 161 |
|
|
2023
Q4 | $396K | Buy |
6,813
+180
| +3% | +$10.5K | 0.08% | 192 |
|
|
2023
Q3 | $392K | Buy |
6,633
+52
| +0.8% | +$3.07K | 0.08% | 170 |
|
|
2023
Q2 | $372K | Buy |
6,581
+382
| +6% | +$21.6K | 0.07% | 175 |
|
|
2023
Q1 | $280K | Buy |
6,199
+312
| +5% | +$14.1K | 0.06% | 191 |
|
|
2022
Q4 | $245K | Buy |
+5,887
| New | +$245K | 0.05% | 206 |
|
|
2022
Q3 | – | Sell |
-5,645
| Closed | -$217K | – | 223 |
|
|
2022
Q2 | $217K | Buy |
5,645
+362
| +7% | +$13.9K | 0.05% | 200 |
|
|
2022
Q1 | $207K | Sell |
5,283
-309
| -6% | -$12.1K | 0.05% | 232 |
|
|
2021
Q4 | $203K | Buy |
+5,592
| New | +$203K | 0.05% | 199 |
|
|
2019
Q1 | – | Sell |
-259
| Closed | -$11K | – | 1055 |
|
|
2018
Q4 | $11K | Hold |
259
| – | – | ﹤0.01% | 530 |
|
|
2018
Q3 | $13K | Hold |
259
| – | – | ﹤0.01% | 448 |
|
|
2018
Q2 | $11K | Hold |
259
| – | – | ﹤0.01% | 487 |
|
|
2018
Q1 | $10K | Hold |
259
| – | – | ﹤0.01% | 465 |
|
|
2017
Q4 | $11K | Buy |
+259
| New | +$11K | ﹤0.01% | 446 |
|