LFA
Legacy Financial Advisors’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,430
| Closed | -$495K | – | 395 |
|
|
2025
Q1 | $495K | Buy |
4,430
+433
| +11% | +$48.4K | 0.08% | 196 |
|
|
2024
Q4 | $423K | Sell |
3,997
-373
| -9% | -$39.4K | 0.07% | 217 |
|
|
2024
Q3 | $552K | Buy |
4,370
+501
| +13% | +$63.3K | 0.09% | 181 |
|
|
2024
Q2 | $435K | Sell |
3,869
-369
| -9% | -$41.4K | 0.08% | 194 |
|
|
2024
Q1 | $552K | Buy |
4,238
+197
| +5% | +$25.7K | 0.1% | 172 |
|
|
2023
Q4 | $539K | Buy |
4,041
+219
| +6% | +$29.2K | 0.1% | 159 |
|
|
2023
Q3 | $429K | Buy |
3,822
+238
| +7% | +$26.7K | 0.09% | 157 |
|
|
2023
Q2 | $440K | Buy |
3,584
+291
| +9% | +$35.7K | 0.08% | 152 |
|
|
2023
Q1 | $411K | Buy |
3,293
+313
| +11% | +$39.1K | 0.08% | 149 |
|
|
2022
Q4 | $336K | Buy |
+2,980
| New | +$336K | 0.07% | 162 |
|
|
2022
Q2 | – | Sell |
-1,951
| Closed | -$315K | – | 250 |
|
|
2022
Q1 | $315K | Buy |
1,951
+282
| +17% | +$45.5K | 0.07% | 159 |
|
|
2021
Q4 | $281K | Buy |
+1,669
| New | +$281K | 0.06% | 151 |
|
|
2019
Q2 | – | Sell |
-842
| Closed | -$61K | – | 693 |
|
|
2019
Q1 | $61K | Buy |
842
+69
| +9% | +$5K | 0.02% | 245 |
|
|
2018
Q4 | $45K | Buy |
773
+99
| +15% | +$5.76K | 0.02% | 258 |
|
|
2018
Q3 | $45K | Sell |
674
-199
| -23% | -$13.3K | 0.02% | 264 |
|
|
2018
Q2 | $57K | Hold |
873
| – | – | 0.02% | 230 |
|
|
2018
Q1 | $53K | Buy |
873
+98
| +13% | +$5.95K | 0.02% | 238 |
|
|
2017
Q4 | $49K | Buy |
+775
| New | +$49K | 0.02% | 241 |
|