LFA
Legacy Financial Advisors’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
8,906
+765
| +9% | +$112K | 0.2% | 81 |
|
|
2025
Q1 | $1.08M | Buy |
8,141
+221
| +3% | +$29.3K | 0.18% | 99 |
|
|
2024
Q4 | $917K | Buy |
7,920
+220
| +3% | +$25.5K | 0.15% | 110 |
|
|
2024
Q3 | $933K | Buy |
7,700
+199
| +3% | +$24.1K | 0.16% | 105 |
|
|
2024
Q2 | $753K | Buy |
7,501
+606
| +9% | +$60.8K | 0.13% | 122 |
|
|
2024
Q1 | $673K | Buy |
6,895
+2,178
| +46% | +$212K | 0.12% | 142 |
|
|
2023
Q4 | $397K | Buy |
4,717
+1,315
| +39% | +$111K | 0.08% | 191 |
|
|
2023
Q3 | $245K | Sell |
3,402
-8,715
| -72% | -$627K | 0.05% | 228 |
|
|
2023
Q2 | $1.19M | Sell |
12,117
-321
| -3% | -$31.4K | 0.22% | 57 |
|
|
2023
Q1 | $1.22M | Buy |
12,438
+707
| +6% | +$69.2K | 0.25% | 49 |
|
|
2022
Q4 | $1.18M | Buy |
11,731
+1,600
| +16% | +$161K | 0.26% | 45 |
|
|
2022
Q3 | $829K | Buy |
10,131
+95
| +0.9% | +$7.77K | 0.2% | 59 |
|
|
2022
Q2 | $965K | Buy |
10,036
+117
| +1% | +$11.3K | 0.24% | 44 |
|
|
2022
Q1 | $983K | Sell |
9,919
-708
| -7% | -$70.2K | 0.22% | 49 |
|
|
2021
Q4 | $915K | Buy |
10,627
+694
| +7% | +$59.8K | 0.21% | 51 |
|
|
2021
Q3 | $854K | Buy |
9,933
+380
| +4% | +$32.7K | 0.21% | 46 |
|
|
2021
Q2 | $815K | Buy |
9,553
+1,774
| +23% | +$151K | 0.21% | 43 |
|
|
2021
Q1 | $601K | Buy |
7,779
+1,264
| +19% | +$97.7K | 0.16% | 54 |
|
|
2020
Q4 | $466K | Buy |
6,515
+549
| +9% | +$39.3K | 0.13% | 69 |
|
|
2020
Q3 | $343K | Buy |
+5,966
| New | +$343K | 0.1% | 77 |
|
|
2020
Q1 | – | Sell |
-1,617
| Closed | -$242K | – | 109 |
|
|
2019
Q4 | $242K | Sell |
1,617
-19
| -1% | -$2.84K | 0.08% | 106 |
|
|
2019
Q3 | $223K | Sell |
1,636
-46
| -3% | -$6.27K | 0.07% | 107 |
|
|
2019
Q2 | $219K | Buy |
1,682
+7
| +0.4% | +$911 | 0.08% | 106 |
|
|
2019
Q1 | $216K | Buy |
1,675
+136
| +9% | +$17.5K | 0.07% | 105 |
|
|
2018
Q4 | $164K | Buy |
1,539
+17
| +1% | +$1.81K | 0.06% | 109 |
|
|
2018
Q3 | $212K | Hold |
1,522
| – | – | 0.08% | 101 |
|
|
2018
Q2 | $197K | Buy |
1,522
+49
| +3% | +$6.34K | 0.07% | 105 |
|
|
2018
Q1 | $181K | Sell |
1,473
-1,155
| -44% | -$142K | 0.07% | 120 |
|
|
2017
Q4 | $335K | Buy |
+2,628
| New | +$335K | 0.14% | 68 |
|