LFA
Legacy Financial Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,897
| Closed | -$216K | – | 356 |
|
|
2025
Q1 | $216K | Sell |
2,897
-451
| -13% | -$33.7K | 0.04% | 336 |
|
|
2024
Q4 | $255K | Buy |
3,348
+166
| +5% | +$12.7K | 0.04% | 296 |
|
|
2024
Q3 | $284K | Sell |
3,182
-117
| -4% | -$10.4K | 0.05% | 284 |
|
|
2024
Q2 | $266K | Buy |
3,299
+80
| +2% | +$6.44K | 0.05% | 278 |
|
|
2024
Q1 | $247K | Sell |
3,219
-128
| -4% | -$9.82K | 0.04% | 278 |
|
|
2023
Q4 | $258K | Buy |
3,347
+51
| +2% | +$3.92K | 0.05% | 252 |
|
|
2023
Q3 | $246K | Buy |
3,296
+219
| +7% | +$16.3K | 0.05% | 227 |
|
|
2023
Q2 | $220K | Sell |
3,077
-50
| -2% | -$3.57K | 0.04% | 233 |
|
|
2023
Q1 | $224K | Buy |
3,127
+41
| +1% | +$2.94K | 0.05% | 227 |
|
|
2022
Q4 | $212K | Buy |
+3,086
| New | +$212K | 0.05% | 226 |
|
|
2022
Q2 | – | Sell |
-3,051
| Closed | -$224K | – | 230 |
|
|
2022
Q1 | $224K | Buy |
3,051
+182
| +6% | +$13.4K | 0.05% | 216 |
|
|
2021
Q4 | $232K | Buy |
+2,869
| New | +$232K | 0.05% | 180 |
|
|
2021
Q1 | – | Sell |
-3,795
| Closed | -$270K | – | 160 |
|
|
2020
Q4 | $270K | Sell |
3,795
-1,179
| -24% | -$83.9K | 0.08% | 110 |
|
|
2020
Q3 | $276K | Sell |
4,974
-6,152
| -55% | -$341K | 0.08% | 90 |
|
|
2020
Q2 | $591K | Sell |
11,126
-4,462
| -29% | -$237K | 0.21% | 31 |
|
|
2020
Q1 | $733K | Buy |
15,588
+5,498
| +54% | +$259K | 0.27% | 32 |
|
|
2019
Q4 | $648K | Sell |
10,090
-155
| -2% | -$9.95K | 0.2% | 52 |
|
|
2019
Q3 | $731K | Buy |
10,245
+5,236
| +105% | +$374K | 0.24% | 46 |
|
|
2019
Q2 | $376K | Sell |
5,009
-4,228
| -46% | -$317K | 0.13% | 78 |
|
|
2019
Q1 | $492K | Sell |
9,237
-727
| -7% | -$38.7K | 0.17% | 59 |
|
|
2018
Q4 | $533K | Buy |
9,964
+7,556
| +314% | +$404K | 0.21% | 49 |
|
|
2018
Q3 | $154K | Hold |
2,408
| – | – | 0.06% | 126 |
|
|
2018
Q2 | $160K | Buy |
2,408
+91
| +4% | +$6.05K | 0.06% | 118 |
|
|
2018
Q1 | $152K | Sell |
2,317
-42
| -2% | -$2.76K | 0.06% | 134 |
|
|
2017
Q4 | $168K | Buy |
+2,359
| New | +$168K | 0.07% | 129 |
|