LFA
Legacy Financial Advisors’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,555
| Closed | -$269K | – | 355 |
|
|
2025
Q1 | $269K | Sell |
4,555
-184
| -4% | -$10.9K | 0.05% | 291 |
|
|
2024
Q4 | $293K | Sell |
4,739
-315
| -6% | -$19.5K | 0.05% | 274 |
|
|
2024
Q3 | $303K | Buy |
5,054
+74
| +1% | +$4.43K | 0.05% | 276 |
|
|
2024
Q2 | $254K | Buy |
4,980
+169
| +4% | +$8.63K | 0.05% | 286 |
|
|
2024
Q1 | $265K | Buy |
4,811
+241
| +5% | +$13.3K | 0.05% | 265 |
|
|
2023
Q4 | $255K | Buy |
+4,570
| New | +$255K | 0.05% | 254 |
|
|
2023
Q1 | – | Sell |
-3,959
| Closed | -$265K | – | 256 |
|
|
2022
Q4 | $265K | Sell |
3,959
-19
| -0.5% | -$1.27K | 0.06% | 193 |
|
|
2022
Q3 | $283K | Buy |
3,978
+180
| +5% | +$12.8K | 0.07% | 165 |
|
|
2022
Q2 | $279K | Buy |
3,798
+283
| +8% | +$20.8K | 0.07% | 157 |
|
|
2022
Q1 | $318K | Sell |
3,515
-228
| -6% | -$20.6K | 0.07% | 158 |
|
|
2021
Q4 | $326K | Buy |
3,743
+185
| +5% | +$16.1K | 0.07% | 135 |
|
|
2021
Q3 | $286K | Buy |
3,558
+64
| +2% | +$5.14K | 0.07% | 132 |
|
|
2021
Q2 | $249K | Buy |
3,494
+625
| +22% | +$44.5K | 0.06% | 147 |
|
|
2021
Q1 | $206K | Buy |
+2,869
| New | +$206K | 0.06% | 153 |
|
|
2019
Q2 | – | Sell |
-115
| Closed | -$8K | – | 269 |
|
|
2019
Q1 | $8K | Buy |
115
+15
| +15% | +$1.04K | ﹤0.01% | 659 |
|
|
2018
Q4 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 645 |
|