Legacy Financial Advisors’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $289K | Buy |
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|
2023
Q2 | $265K | Buy |
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|
2023
Q1 | $246K | Buy |
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|
2022
Q4 | $248K | Buy |
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|
2022
Q3 | $155K | Buy |
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|
2022
Q2 | $180K | Sell |
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|
2022
Q1 | $354K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $0 | Hold |
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|
2017
Q4 | $0 | Buy |
|