LFA
Legacy Financial Advisors’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.5M | Buy |
110,990
+9,145
| +9% | +$1.44M | 2.74% | 8 |
|
2025
Q1 | $11M | Sell |
101,845
-292
| -0.3% | -$31.6K | 1.85% | 14 |
|
2024
Q4 | $13.7M | Sell |
102,137
-25
| -0% | -$3.36K | 2.27% | 11 |
|
2024
Q3 | $12.4M | Buy |
102,162
+586
| +0.6% | +$71.2K | 2.08% | 13 |
|
2024
Q2 | $12.5M | Buy |
101,576
+91,846
| +944% | +$11.3M | 2.23% | 12 |
|
2024
Q1 | $8.79M | Sell |
9,730
-885
| -8% | -$800K | 1.58% | 15 |
|
2023
Q4 | $5.26M | Buy |
10,615
+1,044
| +11% | +$517K | 1.01% | 17 |
|
2023
Q3 | $4.16M | Buy |
9,571
+752
| +9% | +$327K | 0.83% | 19 |
|
2023
Q2 | $3.73M | Sell |
8,819
-265
| -3% | -$112K | 0.7% | 21 |
|
2023
Q1 | $2.52M | Buy |
9,084
+379
| +4% | +$105K | 0.52% | 20 |
|
2022
Q4 | $1.27M | Buy |
8,705
+2,821
| +48% | +$412K | 0.27% | 43 |
|
2022
Q3 | $714K | Sell |
5,884
-5
| -0.1% | -$607 | 0.17% | 67 |
|
2022
Q2 | $893K | Sell |
5,889
-745
| -11% | -$113K | 0.22% | 51 |
|
2022
Q1 | $1.81M | Buy |
6,634
+582
| +10% | +$159K | 0.41% | 24 |
|
2021
Q4 | $1.78M | Buy |
6,052
+310
| +5% | +$91.2K | 0.41% | 25 |
|
2021
Q3 | $1.19M | Buy |
5,742
+4,482
| +356% | +$928K | 0.29% | 31 |
|
2021
Q2 | $1.01M | Buy |
1,260
+79
| +7% | +$63.2K | 0.26% | 37 |
|
2021
Q1 | $631K | Buy |
1,181
+9
| +0.8% | +$4.81K | 0.17% | 52 |
|
2020
Q4 | $612K | Buy |
1,172
+154
| +15% | +$80.4K | 0.17% | 53 |
|
2020
Q3 | $551K | Buy |
+1,018
| New | +$551K | 0.17% | 53 |
|
2019
Q2 | – | Sell |
-550
| Closed | -$99K | – | 651 |
|
2019
Q1 | $99K | Buy |
550
+256
| +87% | +$46.1K | 0.03% | 166 |
|
2018
Q4 | $39K | Sell |
294
-149
| -34% | -$19.8K | 0.02% | 284 |
|
2018
Q3 | $124K | Hold |
443
| – | – | 0.04% | 147 |
|
2018
Q2 | $110K | Buy |
443
+233
| +111% | +$57.9K | 0.04% | 160 |
|
2018
Q1 | $47K | Buy |
210
+38
| +22% | +$8.51K | 0.02% | 252 |
|
2017
Q4 | $33K | Buy |
+172
| New | +$33K | 0.01% | 296 |
|