LFA
Legacy Financial Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
3,759
-21
| -0.6% | -$11.8K | 0.33% | 48 |
|
|
2025
Q1 | $2.07M | Sell |
3,780
-144
| -4% | -$78.9K | 0.35% | 46 |
|
|
2024
Q4 | $2.07M | Sell |
3,924
-134
| -3% | -$70.6K | 0.34% | 48 |
|
|
2024
Q3 | $2M | Buy |
4,058
+141
| +4% | +$69.6K | 0.34% | 48 |
|
|
2024
Q2 | $1.73M | Buy |
3,917
+57
| +1% | +$25.1K | 0.31% | 51 |
|
|
2024
Q1 | $1.86M | Sell |
3,860
-55
| -1% | -$26.5K | 0.33% | 50 |
|
|
2023
Q4 | $1.67M | Buy |
3,915
+156
| +4% | +$66.5K | 0.32% | 51 |
|
|
2023
Q3 | $1.49M | Buy |
3,759
+271
| +8% | +$107K | 0.3% | 47 |
|
|
2023
Q2 | $1.37M | Buy |
3,488
+152
| +5% | +$59.8K | 0.26% | 50 |
|
|
2023
Q1 | $1.21M | Buy |
3,336
+292
| +10% | +$106K | 0.25% | 50 |
|
|
2022
Q4 | $1.06M | Buy |
3,044
+608
| +25% | +$211K | 0.23% | 54 |
|
|
2022
Q3 | $693K | Buy |
2,436
+73
| +3% | +$20.8K | 0.17% | 70 |
|
|
2022
Q2 | $745K | Sell |
2,363
-61
| -3% | -$19.2K | 0.19% | 61 |
|
|
2022
Q1 | $866K | Buy |
2,424
+157
| +7% | +$56.1K | 0.19% | 58 |
|
|
2021
Q4 | $815K | Buy |
2,267
+228
| +11% | +$82K | 0.19% | 55 |
|
|
2021
Q3 | $709K | Buy |
2,039
+56
| +3% | +$19.5K | 0.17% | 56 |
|
|
2021
Q2 | $724K | Sell |
1,983
-110
| -5% | -$40.2K | 0.18% | 48 |
|
|
2021
Q1 | $745K | Buy |
2,093
+335
| +19% | +$119K | 0.2% | 46 |
|
|
2020
Q4 | $627K | Buy |
1,758
+117
| +7% | +$41.7K | 0.18% | 50 |
|
|
2020
Q3 | $555K | Buy |
+1,641
| New | +$555K | 0.17% | 51 |
|
|
2020
Q1 | – | Sell |
-1,759
| Closed | -$525K | – | 96 |
|
|
2019
Q4 | $525K | Buy |
1,759
+12
| +0.7% | +$3.58K | 0.17% | 60 |
|
|
2019
Q3 | $474K | Buy |
1,747
+1
| +0.1% | +$271 | 0.16% | 65 |
|
|
2019
Q2 | $462K | Sell |
1,746
-102
| -6% | -$27K | 0.16% | 65 |
|
|
2019
Q1 | $435K | Buy |
1,848
+554
| +43% | +$130K | 0.15% | 67 |
|
|
2018
Q4 | $244K | Buy |
1,294
+152
| +13% | +$28.7K | 0.09% | 91 |
|
|
2018
Q3 | $254K | Buy |
1,142
+112
| +11% | +$24.9K | 0.09% | 92 |
|
|
2018
Q2 | $212K | Buy |
1,030
+504
| +96% | +$104K | 0.08% | 98 |
|
|
2018
Q1 | $91K | Sell |
526
-401
| -43% | -$69.4K | 0.04% | 179 |
|
|
2017
Q4 | $140K | Buy |
+927
| New | +$140K | 0.06% | 146 |
|