LFA
Legacy Financial Advisors’s Omnicom Group OMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,602
| Closed | -$299K | – | 391 |
|
|
2025
Q1 | $299K | Sell |
3,602
-187
| -5% | -$15.5K | 0.05% | 272 |
|
|
2024
Q4 | $326K | Sell |
3,789
-78
| -2% | -$6.71K | 0.05% | 261 |
|
|
2024
Q3 | $400K | Sell |
3,867
-126
| -3% | -$13K | 0.07% | 230 |
|
|
2024
Q2 | $358K | Sell |
3,993
-2,588
| -39% | -$232K | 0.06% | 227 |
|
|
2024
Q1 | $637K | Buy |
6,581
+331
| +5% | +$32K | 0.11% | 147 |
|
|
2023
Q4 | $541K | Buy |
6,250
+303
| +5% | +$26.2K | 0.1% | 157 |
|
|
2023
Q3 | $443K | Sell |
5,947
-178
| -3% | -$13.3K | 0.09% | 156 |
|
|
2023
Q2 | $583K | Buy |
6,125
+323
| +6% | +$30.7K | 0.11% | 119 |
|
|
2023
Q1 | $547K | Buy |
5,802
+294
| +5% | +$27.7K | 0.11% | 113 |
|
|
2022
Q4 | $449K | Buy |
5,508
+282
| +5% | +$23K | 0.1% | 124 |
|
|
2022
Q3 | $330K | Buy |
5,226
+285
| +6% | +$18K | 0.08% | 149 |
|
|
2022
Q2 | $314K | Buy |
4,941
+227
| +5% | +$14.4K | 0.08% | 144 |
|
|
2022
Q1 | $400K | Sell |
4,714
-249
| -5% | -$21.1K | 0.09% | 125 |
|
|
2021
Q4 | $364K | Buy |
4,963
+271
| +6% | +$19.9K | 0.08% | 123 |
|
|
2021
Q3 | $340K | Buy |
4,692
+136
| +3% | +$9.86K | 0.08% | 110 |
|
|
2021
Q2 | $364K | Buy |
4,556
+754
| +20% | +$60.2K | 0.09% | 101 |
|
|
2021
Q1 | $282K | Buy |
+3,802
| New | +$282K | 0.08% | 118 |
|
|
2019
Q2 | – | Sell |
-230
| Closed | -$17K | – | 663 |
|
|
2019
Q1 | $17K | Sell |
230
-45
| -16% | -$3.33K | 0.01% | 496 |
|
|
2018
Q4 | $20K | Buy |
275
+235
| +588% | +$17.1K | 0.01% | 416 |
|
|
2018
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 814 |
|
|
2018
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 788 |
|
|
2018
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 762 |
|
|
2017
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 748 |
|