LFA
Legacy Financial Advisors’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Buy |
1,076
+23
| +2% | +$16.1K | 0.12% | 148 |
|
|
2025
Q1 | $640K | Buy |
1,053
+19
| +2% | +$11.6K | 0.11% | 160 |
|
|
2024
Q4 | $658K | Buy |
1,034
+89
| +9% | +$56.6K | 0.11% | 160 |
|
|
2024
Q3 | $597K | Buy |
945
+109
| +13% | +$68.9K | 0.1% | 174 |
|
|
2024
Q2 | $423K | Sell |
836
-8
| -0.9% | -$4.05K | 0.08% | 199 |
|
|
2024
Q1 | $469K | Buy |
844
+32
| +4% | +$17.8K | 0.08% | 181 |
|
|
2023
Q4 | $374K | Buy |
812
+85
| +12% | +$39.2K | 0.07% | 197 |
|
|
2023
Q3 | $283K | Buy |
727
+79
| +12% | +$30.8K | 0.06% | 208 |
|
|
2023
Q2 | $253K | Buy |
+648
| New | +$253K | 0.05% | 215 |
|
|
2019
Q2 | – | Sell |
-181
| Closed | -$31K | – | 686 |
|
|
2019
Q1 | $31K | Buy |
181
+39
| +27% | +$6.68K | 0.01% | 369 |
|
|
2018
Q4 | $21K | Buy |
142
+62
| +78% | +$9.17K | 0.01% | 405 |
|
|
2018
Q3 | $14K | Hold |
80
| – | – | 0.01% | 444 |
|
|
2018
Q2 | $13K | Hold |
80
| – | – | ﹤0.01% | 461 |
|
|
2018
Q1 | $13K | Hold |
80
| – | – | 0.01% | 430 |
|
|
2017
Q4 | $15K | Buy |
+80
| New | +$15K | 0.01% | 412 |
|