LFA
Legacy Financial Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Buy |
1,375
+42
| +3% | +$22.2K | 0.11% | 159 |
|
|
2025
Q1 | $677K | Buy |
1,333
+19
| +1% | +$9.66K | 0.11% | 155 |
|
|
2024
Q4 | $655K | Buy |
1,314
+79
| +6% | +$39.4K | 0.11% | 161 |
|
|
2024
Q3 | $638K | Buy |
1,235
+42
| +4% | +$21.7K | 0.11% | 161 |
|
|
2024
Q2 | $532K | Buy |
1,193
+60
| +5% | +$26.8K | 0.09% | 172 |
|
|
2024
Q1 | $482K | Buy |
1,133
+21
| +2% | +$8.94K | 0.09% | 179 |
|
|
2023
Q4 | $490K | Buy |
1,112
+6
| +0.5% | +$2.64K | 0.09% | 172 |
|
|
2023
Q3 | $404K | Buy |
1,106
+50
| +5% | +$18.3K | 0.08% | 166 |
|
|
2023
Q2 | $423K | Buy |
1,056
+4
| +0.4% | +$1.6K | 0.08% | 161 |
|
|
2023
Q1 | $363K | Buy |
1,052
+104
| +11% | +$35.9K | 0.07% | 164 |
|
|
2022
Q4 | $318K | Buy |
948
+205
| +28% | +$68.7K | 0.07% | 171 |
|
|
2022
Q3 | $227K | Buy |
743
+58
| +8% | +$17.7K | 0.05% | 196 |
|
|
2022
Q2 | $231K | Buy |
685
+56
| +9% | +$18.9K | 0.06% | 190 |
|
|
2022
Q1 | $258K | Buy |
629
+52
| +9% | +$21.3K | 0.06% | 191 |
|
|
2021
Q4 | $272K | Buy |
577
+29
| +5% | +$13.7K | 0.06% | 157 |
|
|
2021
Q3 | $233K | Buy |
548
+31
| +6% | +$13.2K | 0.06% | 157 |
|
|
2021
Q2 | $212K | Buy |
+517
| New | +$212K | 0.05% | 162 |
|
|
2019
Q2 | – | Sell |
-364
| Closed | -$77K | – | 783 |
|
|
2019
Q1 | $77K | Buy |
364
+161
| +79% | +$34.1K | 0.03% | 204 |
|
|
2018
Q4 | $34K | Buy |
203
+124
| +157% | +$20.8K | 0.01% | 311 |
|
|
2018
Q3 | $15K | Hold |
79
| – | – | 0.01% | 430 |
|
|
2018
Q2 | $17K | Buy |
79
+35
| +80% | +$7.53K | 0.01% | 410 |
|
|
2018
Q1 | $8K | Buy |
44
+14
| +47% | +$2.55K | ﹤0.01% | 547 |
|
|
2017
Q4 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 640 |
|