LFA
Legacy Financial Advisors’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Buy |
+6,900
| New | +$734K | 0.11% | 154 |
|
|
2019
Q2 | – | Sell |
-81
| Closed | -$5K | – | 790 |
|
|
2019
Q1 | $5K | Sell |
81
-129
| -61% | -$7.96K | ﹤0.01% | 784 |
|
|
2018
Q4 | $13K | Buy |
210
+193
| +1,135% | +$11.9K | 0.01% | 505 |
|
|
2018
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 861 |
|
|
2018
Q2 | $2K | Buy |
17
+7
| +70% | +$824 | ﹤0.01% | 837 |
|
|
2018
Q1 | $0 | Sell |
10
-8
| -44% | – | ﹤0.01% | 894 |
|
|
2017
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 792 |
|