Legacy Financial Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Sell |
|
|||||
|
2025
Q1 | $391K | Buy |
|
|||||
|
2024
Q4 | $408K | Buy |
|
|||||
|
2024
Q3 | $389K | Buy |
|
|||||
|
2024
Q2 | $341K | Buy |
|
|||||
|
2024
Q1 | $364K | Buy |
|
|||||
|
2023
Q4 | $357K | Buy |
|
|||||
|
2023
Q3 | $296K | Buy |
|
|||||
|
2023
Q2 | $206K | Buy |
|
|||||
|
2023
Q1 | $204K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $10K | Buy |
|
|||||
|
2018
Q4 | $3K | Hold |
|
|||||
|
2018
Q3 | $2K | Hold |
|
|||||
|
2018
Q2 | $3K | Hold |
|
|||||
|
2018
Q1 | $2K | Hold |
|
|||||
|
2017
Q4 | $2K | Buy |
|