LFA
Legacy Financial Advisors’s Mizuho Financial MFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,421
| Closed | -$90.5K | – | 383 |
|
|
2025
Q1 | $90.5K | Buy |
16,421
+2,730
| +20% | +$15K | 0.02% | 356 |
|
|
2024
Q4 | $66.9K | Buy |
13,691
+1,710
| +14% | +$8.36K | 0.01% | 342 |
|
|
2024
Q3 | $50.1K | Buy |
11,981
+835
| +7% | +$3.49K | 0.01% | 356 |
|
|
2024
Q2 | $47.1K | Sell |
11,146
-149
| -1% | -$630 | 0.01% | 332 |
|
|
2024
Q1 | $45K | Buy |
11,295
+1,194
| +12% | +$4.75K | 0.01% | 322 |
|
|
2023
Q4 | $34.7K | Buy |
+10,101
| New | +$34.7K | 0.01% | 299 |
|
|
2018
Q2 | – | Sell |
-416
| Closed | -$1K | – | 949 |
|
|
2018
Q1 | $1K | Hold |
416
| – | – | ﹤0.01% | 786 |
|
|
2017
Q4 | $1K | Buy |
+416
| New | +$1K | ﹤0.01% | 778 |
|