LFA
Legacy Financial Advisors’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Sell |
3,047
-416
| -12% | -$47.5K | 0.05% | 251 |
|
|
2025
Q1 | $416K | Buy |
3,463
+324
| +10% | +$39K | 0.07% | 226 |
|
|
2024
Q4 | $348K | Sell |
3,139
-106
| -3% | -$11.7K | 0.06% | 252 |
|
|
2024
Q3 | $426K | Buy |
3,245
+71
| +2% | +$9.33K | 0.07% | 219 |
|
|
2024
Q2 | $396K | Buy |
3,174
+402
| +15% | +$50.2K | 0.07% | 210 |
|
|
2024
Q1 | $337K | Buy |
2,772
+177
| +7% | +$21.5K | 0.06% | 229 |
|
|
2023
Q4 | $330K | Buy |
2,595
+344
| +15% | +$43.8K | 0.06% | 216 |
|
|
2023
Q3 | $258K | Buy |
2,251
+571
| +34% | +$65.5K | 0.05% | 217 |
|
|
2023
Q2 | $204K | Buy |
+1,680
| New | +$204K | 0.04% | 248 |
|
|
2019
Q2 | – | Sell |
-1,763
| Closed | -$134K | – | 374 |
|
|
2019
Q1 | $134K | Sell |
1,763
-2,040
| -54% | -$155K | 0.05% | 135 |
|
|
2018
Q4 | $259K | Buy |
3,803
+54
| +1% | +$3.68K | 0.1% | 87 |
|
|
2018
Q3 | $275K | Sell |
3,749
-123
| -3% | -$9.02K | 0.1% | 83 |
|
|
2018
Q2 | $284K | Sell |
3,872
-1,342
| -26% | -$98.4K | 0.11% | 80 |
|
|
2018
Q1 | $329K | Buy |
5,214
+470
| +10% | +$29.7K | 0.13% | 73 |
|
|
2017
Q4 | $306K | Buy |
+4,744
| New | +$306K | 0.13% | 73 |
|