Legacy Financial Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $269K | Sell |
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|
2024
Q4 | $293K | Sell |
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|
2024
Q3 | $303K | Buy |
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|
2024
Q2 | $254K | Buy |
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|
2024
Q1 | $265K | Buy |
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|
2023
Q4 | $255K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $265K | Sell |
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|
2022
Q3 | $283K | Buy |
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|
2022
Q2 | $279K | Buy |
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|
2022
Q1 | $318K | Sell |
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|
2021
Q4 | $326K | Buy |
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|
2021
Q3 | $286K | Buy |
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|
2021
Q2 | $249K | Buy |
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|
2021
Q1 | $206K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $8K | Buy |
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|
2018
Q4 | $7K | Buy |
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