LFA
Legacy Financial Advisors’s BHP BHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,500
| Closed | -$415K | – | 364 |
|
|
2024
Q4 | $415K | Buy |
8,500
+3,899
| +85% | +$190K | 0.07% | 222 |
|
|
2024
Q3 | $286K | Sell |
4,601
-3,885
| -46% | -$241K | 0.05% | 282 |
|
|
2024
Q2 | $484K | Buy |
8,486
+1,248
| +17% | +$71.2K | 0.09% | 178 |
|
|
2024
Q1 | $418K | Sell |
7,238
-581
| -7% | -$33.5K | 0.07% | 198 |
|
|
2023
Q4 | $534K | Buy |
7,819
+3,420
| +78% | +$234K | 0.1% | 160 |
|
|
2023
Q3 | $250K | Sell |
4,399
-116
| -3% | -$6.6K | 0.05% | 221 |
|
|
2023
Q2 | $269K | Buy |
4,515
+871
| +24% | +$52K | 0.05% | 209 |
|
|
2023
Q1 | $231K | Buy |
3,644
+147
| +4% | +$9.32K | 0.05% | 222 |
|
|
2022
Q4 | $217K | Buy |
+3,497
| New | +$217K | 0.05% | 222 |
|
|
2022
Q2 | – | Sell |
-4,171
| Closed | -$322K | – | 223 |
|
|
2022
Q1 | $322K | Buy |
+4,171
| New | +$322K | 0.07% | 155 |
|
|
2019
Q2 | – | Sell |
-1,084
| Closed | -$59K | – | 211 |
|
|
2019
Q1 | $59K | Buy |
1,084
+262
| +32% | +$14.3K | 0.02% | 248 |
|
|
2018
Q4 | $40K | Buy |
822
+441
| +116% | +$21.5K | 0.02% | 278 |
|
|
2018
Q3 | $18K | Sell |
381
-59
| -13% | -$2.79K | 0.01% | 388 |
|
|
2018
Q2 | $22K | Buy |
440
+59
| +15% | +$2.95K | 0.01% | 357 |
|
|
2018
Q1 | $17K | Hold |
381
| – | – | 0.01% | 387 |
|
|
2017
Q4 | $17K | Buy |
+381
| New | +$17K | 0.01% | 389 |
|