LFA
Legacy Financial Advisors’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $932K | Buy |
888
+217
| +32% | +$228K | 0.15% | 114 |
|
|
2025
Q1 | $635K | Sell |
671
-35
| -5% | -$33.1K | 0.11% | 162 |
|
|
2024
Q4 | $723K | Buy |
706
+48
| +7% | +$49.2K | 0.12% | 143 |
|
|
2024
Q3 | $624K | Buy |
658
+47
| +8% | +$44.6K | 0.1% | 165 |
|
|
2024
Q2 | $481K | Sell |
611
-37
| -6% | -$29.1K | 0.09% | 179 |
|
|
2024
Q1 | $540K | Sell |
648
-22
| -3% | -$18.3K | 0.1% | 175 |
|
|
2023
Q4 | $544K | Buy |
670
+91
| +16% | +$73.8K | 0.1% | 155 |
|
|
2023
Q3 | $375K | Sell |
579
-1
| -0.2% | -$647 | 0.07% | 176 |
|
|
2023
Q2 | $401K | Buy |
580
+98
| +20% | +$67.8K | 0.07% | 164 |
|
|
2023
Q1 | $323K | Sell |
482
-54
| -10% | -$36.2K | 0.07% | 178 |
|
|
2022
Q4 | $380K | Buy |
536
+75
| +16% | +$53.2K | 0.08% | 144 |
|
|
2022
Q3 | $254K | Buy |
461
+36
| +8% | +$19.8K | 0.06% | 182 |
|
|
2022
Q2 | $259K | Buy |
425
+78
| +22% | +$47.5K | 0.06% | 170 |
|
|
2022
Q1 | $265K | Sell |
347
-11
| -3% | -$8.4K | 0.06% | 186 |
|
|
2021
Q4 | $328K | Buy |
358
+34
| +10% | +$31.2K | 0.08% | 132 |
|
|
2021
Q3 | $272K | Buy |
324
+19
| +6% | +$16K | 0.07% | 141 |
|
|
2021
Q2 | $267K | Buy |
305
+17
| +6% | +$14.9K | 0.07% | 136 |
|
|
2021
Q1 | $217K | Buy |
+288
| New | +$217K | 0.06% | 144 |
|
|
2019
Q2 | – | Sell |
-104
| Closed | -$44K | – | 217 |
|
|
2019
Q1 | $44K | Buy |
104
+16
| +18% | +$6.77K | 0.01% | 294 |
|
|
2018
Q4 | $35K | Buy |
88
+49
| +126% | +$19.5K | 0.01% | 300 |
|
|
2018
Q3 | $18K | Sell |
39
-2
| -5% | -$923 | 0.01% | 389 |
|
|
2018
Q2 | $21K | Hold |
41
| – | – | 0.01% | 365 |
|
|
2018
Q1 | $21K | Buy |
41
+1
| +3% | +$512 | 0.01% | 360 |
|
|
2017
Q4 | $20K | Buy |
+40
| New | +$20K | 0.01% | 364 |
|