LFA
Legacy Financial Advisors’s Barclays BCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,159
| Closed | -$156K | – | 347 |
|
|
2025
Q1 | $156K | Buy |
+10,159
| New | +$156K | 0.03% | 353 |
|
|
2024
Q3 | – | Sell |
-10,941
| Closed | -$117K | – | 359 |
|
|
2024
Q2 | $117K | Buy |
10,941
+285
| +3% | +$3.05K | 0.02% | 327 |
|
|
2024
Q1 | $101K | Buy |
+10,656
| New | +$101K | 0.02% | 319 |
|
|
2021
Q3 | – | Sell |
-13,637
| Closed | -$132K | – | 186 |
|
|
2021
Q2 | $132K | Sell |
13,637
-641
| -4% | -$6.21K | 0.03% | 171 |
|
|
2021
Q1 | $146K | Buy |
+14,278
| New | +$146K | 0.04% | 156 |
|
|
2020
Q4 | – | Sell |
-14,546
| Closed | -$73K | – | 144 |
|
|
2020
Q3 | $73K | Buy |
+14,546
| New | +$73K | 0.02% | 134 |
|
|
2019
Q2 | – | Sell |
-9,324
| Closed | -$75K | – | 204 |
|
|
2019
Q1 | $75K | Sell |
9,324
-1,199
| -11% | -$9.64K | 0.03% | 207 |
|
|
2018
Q4 | $79K | Buy |
10,523
+8,862
| +534% | +$66.5K | 0.03% | 172 |
|
|
2018
Q3 | $14K | Buy |
1,661
+52
| +3% | +$438 | 0.01% | 435 |
|
|
2018
Q2 | $16K | Buy |
+1,609
| New | +$16K | 0.01% | 411 |
|
|
2018
Q1 | – | Sell |
-1,609
| Closed | -$17K | – | 818 |
|
|
2017
Q4 | $17K | Buy |
+1,609
| New | +$17K | 0.01% | 388 |
|