LFA
Legacy Financial Advisors’s ING ING Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-24,987
| Closed | -$490K | – | 375 |
|
|
2025
Q1 | $490K | Buy |
24,987
+2,297
| +10% | +$45K | 0.08% | 199 |
|
|
2024
Q4 | $356K | Sell |
22,690
-2,589
| -10% | -$40.6K | 0.06% | 249 |
|
|
2024
Q3 | $459K | Buy |
25,279
+1,653
| +7% | +$30K | 0.08% | 210 |
|
|
2024
Q2 | $405K | Buy |
23,626
+812
| +4% | +$13.9K | 0.07% | 205 |
|
|
2024
Q1 | $376K | Buy |
22,814
+7,070
| +45% | +$117K | 0.07% | 206 |
|
|
2023
Q4 | $236K | Buy |
15,744
+2,715
| +21% | +$40.8K | 0.05% | 264 |
|
|
2023
Q3 | $172K | Buy |
13,029
+1,430
| +12% | +$18.8K | 0.03% | 252 |
|
|
2023
Q2 | $156K | Buy |
11,599
+903
| +8% | +$12.2K | 0.03% | 253 |
|
|
2023
Q1 | $127K | Sell |
10,696
-372
| -3% | -$4.42K | 0.03% | 244 |
|
|
2022
Q4 | $135K | Buy |
+11,068
| New | +$135K | 0.03% | 236 |
|
|
2022
Q3 | – | Sell |
-16,334
| Closed | -$162K | – | 231 |
|
|
2022
Q2 | $162K | Buy |
+16,334
| New | +$162K | 0.04% | 213 |
|
|
2019
Q2 | – | Sell |
-581
| Closed | -$7K | – | 489 |
|
|
2019
Q1 | $7K | Buy |
581
+352
| +154% | +$4.24K | ﹤0.01% | 694 |
|
|
2018
Q4 | $2K | Sell |
229
-184
| -45% | -$1.61K | ﹤0.01% | 843 |
|
|
2018
Q3 | $5K | Sell |
413
-301
| -42% | -$3.64K | ﹤0.01% | 688 |
|
|
2018
Q2 | $10K | Buy |
714
+169
| +31% | +$2.37K | ﹤0.01% | 524 |
|
|
2018
Q1 | $9K | Buy |
545
+105
| +24% | +$1.73K | ﹤0.01% | 501 |
|
|
2017
Q4 | $8K | Buy |
+440
| New | +$8K | ﹤0.01% | 535 |
|