LFA
Legacy Financial Advisors’s Quest Diagnostics DGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
1,799
-2,849
| -61% | -$512K | 0.05% | 262 |
|
|
2025
Q1 | $786K | Buy |
4,648
+153
| +3% | +$25.9K | 0.13% | 138 |
|
|
2024
Q4 | $678K | Sell |
4,495
-181
| -4% | -$27.3K | 0.11% | 152 |
|
|
2024
Q3 | $726K | Sell |
4,676
-21
| -0.4% | -$3.26K | 0.12% | 148 |
|
|
2024
Q2 | $643K | Buy |
4,697
+72
| +2% | +$9.86K | 0.11% | 150 |
|
|
2024
Q1 | $616K | Sell |
4,625
-72
| -2% | -$9.58K | 0.11% | 155 |
|
|
2023
Q4 | $648K | Buy |
4,697
+641
| +16% | +$88.4K | 0.12% | 128 |
|
|
2023
Q3 | $494K | Sell |
4,056
-196
| -5% | -$23.9K | 0.1% | 137 |
|
|
2023
Q2 | $598K | Buy |
4,252
+289
| +7% | +$40.6K | 0.11% | 115 |
|
|
2023
Q1 | $561K | Buy |
3,963
+252
| +7% | +$35.7K | 0.11% | 111 |
|
|
2022
Q4 | $581K | Buy |
3,711
+69
| +2% | +$10.8K | 0.13% | 100 |
|
|
2022
Q3 | $447K | Buy |
3,642
+9
| +0.2% | +$1.11K | 0.11% | 104 |
|
|
2022
Q2 | $483K | Buy |
3,633
+196
| +6% | +$26.1K | 0.12% | 92 |
|
|
2022
Q1 | $470K | Sell |
3,437
-103
| -3% | -$14.1K | 0.11% | 102 |
|
|
2021
Q4 | $612K | Buy |
3,540
+104
| +3% | +$18K | 0.14% | 70 |
|
|
2021
Q3 | $499K | Buy |
3,436
+27
| +0.8% | +$3.92K | 0.12% | 77 |
|
|
2021
Q2 | $450K | Buy |
3,409
+534
| +19% | +$70.5K | 0.11% | 82 |
|
|
2021
Q1 | $369K | Buy |
2,875
+465
| +19% | +$59.7K | 0.1% | 87 |
|
|
2020
Q4 | $287K | Buy |
2,410
+90
| +4% | +$10.7K | 0.08% | 101 |
|
|
2020
Q3 | $266K | Buy |
+2,320
| New | +$266K | 0.08% | 92 |
|
|
2019
Q2 | – | Sell |
-783
| Closed | -$70K | – | 314 |
|
|
2019
Q1 | $70K | Buy |
783
+245
| +46% | +$21.9K | 0.02% | 222 |
|
|
2018
Q4 | $45K | Buy |
+538
| New | +$45K | 0.02% | 256 |
|
|
2018
Q3 | – | Sell |
-586
| Closed | -$67K | – | 900 |
|
|
2018
Q2 | $67K | Sell |
586
-35
| -6% | -$4K | 0.03% | 210 |
|
|
2018
Q1 | $61K | Buy |
621
+511
| +465% | +$50.2K | 0.02% | 219 |
|
|
2017
Q4 | $10K | Buy |
+110
| New | +$10K | ﹤0.01% | 473 |
|