LFA
Legacy Financial Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
8,263
+1,802
| +28% | +$491K | 0.35% | 45 |
|
|
2025
Q1 | $1.73M | Sell |
6,461
-94
| -1% | -$25.2K | 0.29% | 57 |
|
|
2024
Q4 | $2.19M | Buy |
6,555
+188
| +3% | +$62.9K | 0.36% | 47 |
|
|
2024
Q3 | $1.74M | Buy |
6,367
+651
| +11% | +$178K | 0.29% | 59 |
|
|
2024
Q2 | $1.47M | Sell |
5,716
-114
| -2% | -$29.3K | 0.26% | 65 |
|
|
2024
Q1 | $1.76M | Buy |
5,830
+544
| +10% | +$164K | 0.31% | 54 |
|
|
2023
Q4 | $1.39M | Buy |
5,286
+557
| +12% | +$147K | 0.27% | 63 |
|
|
2023
Q3 | $959K | Buy |
4,729
+858
| +22% | +$174K | 0.19% | 70 |
|
|
2023
Q2 | $818K | Buy |
3,871
+364
| +10% | +$76.9K | 0.15% | 80 |
|
|
2023
Q1 | $701K | Buy |
3,507
+1,228
| +54% | +$245K | 0.14% | 88 |
|
|
2022
Q4 | $302K | Buy |
2,279
+547
| +32% | +$72.5K | 0.07% | 178 |
|
|
2022
Q3 | $249K | Sell |
1,732
-989
| -36% | -$142K | 0.06% | 186 |
|
|
2022
Q2 | $449K | Buy |
2,721
+907
| +50% | +$150K | 0.11% | 99 |
|
|
2022
Q1 | $385K | Sell |
1,814
-410
| -18% | -$87K | 0.09% | 132 |
|
|
2021
Q4 | $565K | Buy |
2,224
+615
| +38% | +$156K | 0.13% | 81 |
|
|
2021
Q3 | $436K | Buy |
1,609
+251
| +18% | +$68K | 0.11% | 89 |
|
|
2021
Q2 | $332K | Buy |
1,358
+374
| +38% | +$91.4K | 0.08% | 112 |
|
|
2021
Q1 | $208K | Sell |
984
-115
| -10% | -$24.3K | 0.06% | 152 |
|
|
2020
Q4 | $245K | Buy |
1,099
+192
| +21% | +$42.8K | 0.07% | 118 |
|
|
2020
Q3 | $228K | Buy |
+907
| New | +$228K | 0.07% | 112 |
|
|
2019
Q2 | – | Sell |
-156
| Closed | -$25K | – | 294 |
|
|
2019
Q1 | $25K | Buy |
156
+70
| +81% | +$11.2K | 0.01% | 411 |
|
|
2018
Q4 | $12K | Buy |
86
+4
| +5% | +$558 | ﹤0.01% | 516 |
|
|
2018
Q3 | $13K | Hold |
82
| – | – | ﹤0.01% | 450 |
|
|
2018
Q2 | $12K | Buy |
82
+34
| +71% | +$4.98K | ﹤0.01% | 470 |
|
|
2018
Q1 | $5K | Hold |
48
| – | – | ﹤0.01% | 626 |
|
|
2017
Q4 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 663 |
|