LFA
Legacy Financial Advisors’s Keurig Dr Pepper KDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Buy |
+20,687
| New | +$684K | 0.11% | 170 |
|
|
2019
Q1 | – | Sell |
-260
| Closed | -$32K | – | 1115 |
|
|
2018
Q4 | $32K | Hold |
260
| – | – | 0.01% | 319 |
|
|
2018
Q3 | $32K | Sell |
260
-99
| -28% | -$12.2K | 0.01% | 302 |
|
|
2018
Q2 | $42K | Buy |
+359
| New | +$42K | 0.02% | 269 |
|
|
2018
Q1 | – | Sell |
-335
| Closed | -$32K | – | 865 |
|
|
2017
Q4 | $32K | Buy |
+335
| New | +$32K | 0.01% | 299 |
|