LFA
Legacy Financial Advisors’s Deutsche Bank DB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+6,982
| New | +$204K | 0.03% | 334 |
|
|
2023
Q4 | – | Sell |
-26,342
| Closed | -$289K | – | 302 |
|
|
2023
Q3 | $289K | Buy |
26,342
+1,131
| +4% | +$12.4K | 0.06% | 206 |
|
|
2023
Q2 | $265K | Buy |
25,211
+1,109
| +5% | +$11.7K | 0.05% | 210 |
|
|
2023
Q1 | $246K | Buy |
24,102
+2,538
| +12% | +$25.9K | 0.05% | 214 |
|
|
2022
Q4 | $248K | Buy |
21,564
+685
| +3% | +$7.89K | 0.05% | 202 |
|
|
2022
Q3 | $155K | Buy |
20,879
+334
| +2% | +$2.48K | 0.04% | 213 |
|
|
2022
Q2 | $180K | Sell |
20,545
-7,457
| -27% | -$65.3K | 0.04% | 211 |
|
|
2022
Q1 | $354K | Buy |
+28,002
| New | +$354K | 0.08% | 147 |
|
|
2018
Q2 | – | Sell |
-25
| Closed | – | – | 933 |
|
|
2018
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 838 |
|
|
2017
Q4 | $0 | Buy |
+25
| New | – | ﹤0.01% | 822 |
|