LFA
Legacy Financial Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,384
| Closed | -$301K | – | 341 |
|
|
2025
Q1 | $301K | Buy |
1,384
+195
| +16% | +$42.4K | 0.05% | 271 |
|
|
2024
Q4 | $218K | Sell |
1,189
-217
| -15% | -$39.8K | 0.04% | 324 |
|
|
2024
Q3 | $327K | Buy |
+1,406
| New | +$327K | 0.05% | 262 |
|
|
2024
Q1 | – | Sell |
-1,091
| Closed | -$235K | – | 325 |
|
|
2023
Q4 | $235K | Buy |
+1,091
| New | +$235K | 0.05% | 265 |
|
|
2023
Q1 | – | Sell |
-987
| Closed | -$209K | – | 252 |
|
|
2022
Q4 | $209K | Buy |
+987
| New | +$209K | 0.05% | 228 |
|
|
2022
Q3 | – | Sell |
-974
| Closed | -$249K | – | 224 |
|
|
2022
Q2 | $249K | Buy |
+974
| New | +$249K | 0.06% | 174 |
|
|
2022
Q1 | – | Sell |
-841
| Closed | -$246K | – | 242 |
|
|
2021
Q4 | $246K | Buy |
841
+35
| +4% | +$10.2K | 0.06% | 173 |
|
|
2021
Q3 | $214K | Buy |
+806
| New | +$214K | 0.05% | 172 |
|
|
2019
Q2 | – | Sell |
-501
| Closed | -$99K | – | 163 |
|
|
2019
Q1 | $99K | Buy |
501
+105
| +27% | +$20.7K | 0.03% | 163 |
|
|
2018
Q4 | $63K | Buy |
396
+67
| +20% | +$10.7K | 0.02% | 197 |
|
|
2018
Q3 | $47K | Sell |
329
-50
| -13% | -$7.14K | 0.02% | 254 |
|
|
2018
Q2 | $54K | Buy |
379
+12
| +3% | +$1.71K | 0.02% | 240 |
|
|
2018
Q1 | $50K | Hold |
367
| – | – | 0.02% | 243 |
|
|
2017
Q4 | $52K | Buy |
+367
| New | +$52K | 0.02% | 235 |
|