LFA
Legacy Financial Advisors’s Macy's M Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $375K | Buy |
32,157
+15,618
| +94% | +$182K | 0.06% | 242 |
|
2025
Q1 | $208K | Sell |
16,539
-9
| -0.1% | -$113 | 0.03% | 346 |
|
2024
Q4 | $280K | Hold |
16,548
| – | – | 0.05% | 282 |
|
2024
Q3 | $260K | Sell |
16,548
-344
| -2% | -$5.4K | 0.04% | 298 |
|
2024
Q2 | $324K | Buy |
16,892
+310
| +2% | +$5.95K | 0.06% | 239 |
|
2024
Q1 | $331K | Buy |
16,582
+46
| +0.3% | +$920 | 0.06% | 233 |
|
2023
Q4 | $333K | Hold |
16,536
| – | – | 0.06% | 214 |
|
2023
Q3 | $192K | Buy |
+16,536
| New | +$192K | 0.04% | 250 |
|
2020
Q4 | – | Sell |
-25,021
| Closed | -$143K | – | 150 |
|
2020
Q3 | $143K | Buy |
+25,021
| New | +$143K | 0.04% | 129 |
|
2019
Q2 | – | Sell |
-558
| Closed | -$13K | – | 580 |
|
2019
Q1 | $13K | Buy |
558
+503
| +915% | +$11.7K | ﹤0.01% | 564 |
|
2018
Q4 | $2K | Sell |
55
-140
| -72% | -$5.09K | ﹤0.01% | 846 |
|
2018
Q3 | $6K | Buy |
195
+174
| +829% | +$5.35K | ﹤0.01% | 654 |
|
2018
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 879 |
|
2018
Q1 | $0 | Hold |
21
| – | – | ﹤0.01% | 874 |
|
2017
Q4 | $0 | Buy |
+21
| New | – | ﹤0.01% | 843 |
|