LFA
Legacy Financial Advisors’s C.H. Robinson CHRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
2,392
-3,845
| -62% | -$369K | 0.04% | 316 |
|
|
2025
Q1 | $639K | Sell |
6,237
-207
| -3% | -$21.2K | 0.11% | 161 |
|
|
2024
Q4 | $666K | Sell |
6,444
-231
| -3% | -$23.9K | 0.11% | 159 |
|
|
2024
Q3 | $737K | Sell |
6,675
-77
| -1% | -$8.5K | 0.12% | 144 |
|
|
2024
Q2 | $595K | Buy |
6,752
+2,118
| +46% | +$187K | 0.11% | 163 |
|
|
2024
Q1 | $353K | Sell |
4,634
-149
| -3% | -$11.3K | 0.06% | 222 |
|
|
2023
Q4 | $413K | Buy |
4,783
+334
| +8% | +$28.9K | 0.08% | 183 |
|
|
2023
Q3 | $383K | Sell |
4,449
-117
| -3% | -$10.1K | 0.08% | 173 |
|
|
2023
Q2 | $431K | Buy |
4,566
+227
| +5% | +$21.4K | 0.08% | 158 |
|
|
2023
Q1 | $431K | Buy |
4,339
+329
| +8% | +$32.7K | 0.09% | 143 |
|
|
2022
Q4 | $367K | Sell |
4,010
-103
| -3% | -$9.43K | 0.08% | 149 |
|
|
2022
Q3 | $396K | Buy |
4,113
+216
| +6% | +$20.8K | 0.09% | 119 |
|
|
2022
Q2 | $395K | Buy |
3,897
+273
| +8% | +$27.7K | 0.1% | 114 |
|
|
2022
Q1 | $390K | Sell |
3,624
-218
| -6% | -$23.5K | 0.09% | 127 |
|
|
2021
Q4 | $414K | Buy |
3,842
+1,245
| +48% | +$134K | 0.1% | 108 |
|
|
2021
Q3 | $226K | Buy |
2,597
+70
| +3% | +$6.09K | 0.06% | 163 |
|
|
2021
Q2 | $237K | Buy |
2,527
+348
| +16% | +$32.6K | 0.06% | 150 |
|
|
2021
Q1 | $208K | Buy |
+2,179
| New | +$208K | 0.06% | 151 |
|
|
2019
Q2 | – | Sell |
-182
| Closed | -$16K | – | 259 |
|
|
2019
Q1 | $16K | Buy |
182
+19
| +12% | +$1.67K | 0.01% | 504 |
|
|
2018
Q4 | $14K | Buy |
+163
| New | +$14K | 0.01% | 478 |
|