LFA
Legacy Financial Advisors’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,145
| Closed | -$844K | – | 401 |
|
|
2025
Q1 | $844K | Buy |
3,145
+221
| +8% | +$59.3K | 0.14% | 122 |
|
|
2024
Q4 | $720K | Buy |
2,924
+769
| +36% | +$189K | 0.12% | 144 |
|
|
2024
Q3 | $494K | Buy |
2,155
+319
| +17% | +$73.1K | 0.08% | 198 |
|
|
2024
Q2 | $370K | Buy |
1,836
+45
| +3% | +$9.08K | 0.07% | 221 |
|
|
2024
Q1 | $349K | Buy |
1,791
+146
| +9% | +$28.5K | 0.06% | 225 |
|
|
2023
Q4 | $254K | Sell |
1,645
-422
| -20% | -$65.2K | 0.05% | 255 |
|
|
2023
Q3 | $267K | Buy |
+2,067
| New | +$267K | 0.05% | 212 |
|
|
2019
Q2 | – | Sell |
-303
| Closed | -$35K | – | 748 |
|
|
2019
Q1 | $35K | Buy |
303
+64
| +27% | +$7.39K | 0.01% | 339 |
|
|
2018
Q4 | $24K | Sell |
239
-70
| -23% | -$7.03K | 0.01% | 374 |
|
|
2018
Q3 | $38K | Buy |
309
+9
| +3% | +$1.11K | 0.01% | 278 |
|
|
2018
Q2 | $36K | Buy |
300
+122
| +69% | +$14.6K | 0.01% | 286 |
|
|
2018
Q1 | $19K | Sell |
178
-54
| -23% | -$5.76K | 0.01% | 374 |
|
|
2017
Q4 | $26K | Buy |
+232
| New | +$26K | 0.01% | 335 |
|