LFA
Legacy Financial Advisors’s Cracker Barrel CBRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,056
| Closed | -$213K | – | 360 |
|
|
2024
Q2 | $213K | Buy |
+5,056
| New | +$213K | 0.04% | 310 |
|
|
2019
Q2 | – | Sell |
-168
| Closed | -$27K | – | 242 |
|
|
2019
Q1 | $27K | Buy |
168
+128
| +320% | +$20.6K | 0.01% | 394 |
|
|
2018
Q4 | $6K | Buy |
40
+5
| +14% | +$750 | ﹤0.01% | 688 |
|
|
2018
Q3 | $5K | Hold |
35
| – | – | ﹤0.01% | 678 |
|
|
2018
Q2 | $5K | Hold |
35
| – | – | ﹤0.01% | 687 |
|
|
2018
Q1 | $5K | Hold |
35
| – | – | ﹤0.01% | 624 |
|
|
2017
Q4 | $5K | Buy |
+35
| New | +$5K | ﹤0.01% | 621 |
|