LFA
Legacy Financial Advisors’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Sell |
850
-10
| -1% | -$4.47K | 0.06% | 237 |
|
|
2025
Q1 | $391K | Buy |
860
+10
| +1% | +$4.55K | 0.07% | 242 |
|
|
2024
Q4 | $408K | Buy |
850
+4
| +0.5% | +$1.92K | 0.07% | 227 |
|
|
2024
Q3 | $389K | Buy |
846
+12
| +1% | +$5.52K | 0.07% | 234 |
|
|
2024
Q2 | $341K | Buy |
834
+32
| +4% | +$13.1K | 0.06% | 234 |
|
|
2024
Q1 | $364K | Buy |
802
+54
| +7% | +$24.5K | 0.07% | 213 |
|
|
2023
Q4 | $357K | Buy |
748
+72
| +11% | +$34.4K | 0.07% | 204 |
|
|
2023
Q3 | $296K | Buy |
676
+161
| +31% | +$70.4K | 0.06% | 203 |
|
|
2023
Q2 | $206K | Buy |
515
+24
| +5% | +$9.62K | 0.04% | 244 |
|
|
2023
Q1 | $204K | Buy |
+491
| New | +$204K | 0.04% | 239 |
|
|
2019
Q2 | – | Sell |
-41
| Closed | -$10K | – | 387 |
|
|
2019
Q1 | $10K | Buy |
41
+28
| +215% | +$6.83K | ﹤0.01% | 609 |
|
|
2018
Q4 | $3K | Hold |
13
| – | – | ﹤0.01% | 803 |
|
|
2018
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 809 |
|
|
2018
Q2 | $3K | Hold |
13
| – | – | ﹤0.01% | 778 |
|
|
2018
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 755 |
|
|
2017
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 742 |
|