LFA
Legacy Financial Advisors’s Itaú Unibanco ITUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,168
| Closed | -$88.9K | – | 377 |
|
|
2025
Q1 | $88.9K | Buy |
+16,168
| New | +$88.9K | 0.01% | 357 |
|
|
2024
Q4 | – | Sell |
-23,068
| Closed | -$153K | – | 359 |
|
|
2024
Q3 | $153K | Buy |
23,068
+9,394
| +69% | +$62.5K | 0.03% | 350 |
|
|
2024
Q2 | $79.9K | Sell |
13,674
-3,693
| -21% | -$21.6K | 0.01% | 330 |
|
|
2024
Q1 | $120K | Sell |
17,367
-3
| -0% | -$21 | 0.02% | 318 |
|
|
2023
Q4 | $121K | Buy |
17,370
+1,874
| +12% | +$13K | 0.02% | 295 |
|
|
2023
Q3 | $83.2K | Sell |
15,496
-547
| -3% | -$2.94K | 0.02% | 263 |
|
|
2023
Q2 | $94.7K | Sell |
16,043
-3,472
| -18% | -$20.5K | 0.02% | 257 |
|
|
2023
Q1 | $95K | Sell |
19,515
-2,009
| -9% | -$9.78K | 0.02% | 246 |
|
|
2022
Q4 | $101K | Buy |
+21,524
| New | +$101K | 0.02% | 238 |
|
|
2019
Q2 | – | Sell |
-2,285
| Closed | -$20K | – | 504 |
|
|
2019
Q1 | $20K | Sell |
2,285
-2,743
| -55% | -$24K | 0.01% | 451 |
|
|
2018
Q4 | $46K | Buy |
+5,028
| New | +$46K | 0.02% | 253 |
|