LFA
Legacy Financial Advisors’s Cadence Design Systems CDNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Buy |
1,344
+47
| +4% | +$14.5K | 0.06% | 225 |
|
|
2025
Q1 | $330K | Sell |
1,297
-81
| -6% | -$20.6K | 0.06% | 261 |
|
|
2024
Q4 | $414K | Sell |
1,378
-54
| -4% | -$16.2K | 0.07% | 224 |
|
|
2024
Q3 | $388K | Buy |
1,432
+3
| +0.2% | +$813 | 0.07% | 236 |
|
|
2024
Q2 | $440K | Buy |
1,429
+5
| +0.4% | +$1.54K | 0.08% | 191 |
|
|
2024
Q1 | $443K | Buy |
1,424
+14
| +1% | +$4.36K | 0.08% | 191 |
|
|
2023
Q4 | $384K | Buy |
1,410
+10
| +0.7% | +$2.72K | 0.07% | 193 |
|
|
2023
Q3 | $328K | Buy |
1,400
+88
| +7% | +$20.6K | 0.07% | 193 |
|
|
2023
Q2 | $308K | Buy |
1,312
+68
| +5% | +$15.9K | 0.06% | 196 |
|
|
2023
Q1 | $261K | Sell |
1,244
-242
| -16% | -$50.8K | 0.05% | 204 |
|
|
2022
Q4 | $239K | Buy |
1,486
+100
| +7% | +$16.1K | 0.05% | 211 |
|
|
2022
Q3 | $227K | Buy |
+1,386
| New | +$227K | 0.05% | 195 |
|
|
2019
Q2 | – | Sell |
-1,968
| Closed | -$125K | – | 248 |
|
|
2019
Q1 | $125K | Sell |
1,968
-1,077
| -35% | -$68.4K | 0.04% | 140 |
|
|
2018
Q4 | $132K | Buy |
3,045
+1,452
| +91% | +$62.9K | 0.05% | 126 |
|
|
2018
Q3 | $72K | Hold |
1,593
| – | – | 0.03% | 206 |
|
|
2018
Q2 | $72K | Sell |
1,593
-908
| -36% | -$41K | 0.03% | 202 |
|
|
2018
Q1 | $92K | Buy |
2,501
+216
| +9% | +$7.95K | 0.04% | 176 |
|
|
2017
Q4 | $95K | Buy |
+2,285
| New | +$95K | 0.04% | 180 |
|