LFA
Legacy Financial Advisors’s Intercontinental Exchange ICE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.2M | Buy |
6,547
+4,825
| +280% | +$885K | 0.19% | 88 |
|
2025
Q1 | $297K | Buy |
1,722
+4
| +0.2% | +$690 | 0.05% | 273 |
|
2024
Q4 | $256K | Sell |
1,718
-228
| -12% | -$34K | 0.04% | 295 |
|
2024
Q3 | $313K | Buy |
1,946
+33
| +2% | +$5.3K | 0.05% | 270 |
|
2024
Q2 | $262K | Sell |
1,913
-81
| -4% | -$11.1K | 0.05% | 280 |
|
2024
Q1 | $274K | Buy |
1,994
+165
| +9% | +$22.7K | 0.05% | 263 |
|
2023
Q4 | $235K | Buy |
+1,829
| New | +$235K | 0.05% | 267 |
|
2019
Q2 | – | Sell |
-207
| Closed | -$16K | – | 473 |
|
2019
Q1 | $16K | Sell |
207
-84
| -29% | -$6.49K | 0.01% | 509 |
|
2018
Q4 | $22K | Sell |
291
-48
| -14% | -$3.63K | 0.01% | 392 |
|
2018
Q3 | $25K | Hold |
339
| – | – | 0.01% | 341 |
|
2018
Q2 | $25K | Buy |
339
+154
| +83% | +$11.4K | 0.01% | 347 |
|
2018
Q1 | $13K | Sell |
185
-90
| -33% | -$6.32K | 0.01% | 427 |
|
2017
Q4 | $19K | Buy |
+275
| New | +$19K | 0.01% | 370 |
|