LFA
Legacy Financial Advisors’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
+3,926
| New | +$387K | 0.06% | 231 |
|
|
2024
Q4 | – | Sell |
-1,723
| Closed | -$268K | – | 368 |
|
|
2024
Q3 | $268K | Buy |
1,723
+91
| +6% | +$14.2K | 0.05% | 294 |
|
|
2024
Q2 | $242K | Buy |
1,632
+245
| +18% | +$36.3K | 0.04% | 294 |
|
|
2024
Q1 | $246K | Buy |
+1,387
| New | +$246K | 0.04% | 279 |
|
|
2023
Q4 | – | Sell |
-3,501
| Closed | -$387K | – | 308 |
|
|
2023
Q3 | $387K | Buy |
3,501
+181
| +5% | +$20K | 0.08% | 172 |
|
|
2023
Q2 | $438K | Buy |
3,320
+1,902
| +134% | +$251K | 0.08% | 154 |
|
|
2023
Q1 | $235K | Sell |
1,418
-14
| -1% | -$2.32K | 0.05% | 220 |
|
|
2022
Q4 | $213K | Buy |
+1,432
| New | +$213K | 0.05% | 224 |
|
|
2022
Q2 | – | Sell |
-1,447
| Closed | -$307K | – | 255 |
|
|
2022
Q1 | $307K | Buy |
1,447
+220
| +18% | +$46.7K | 0.07% | 161 |
|
|
2021
Q4 | $284K | Sell |
1,227
-32
| -3% | -$7.41K | 0.07% | 147 |
|
|
2021
Q3 | $288K | Buy |
1,259
+113
| +10% | +$25.8K | 0.07% | 131 |
|
|
2021
Q2 | $277K | Sell |
1,146
-310
| -21% | -$74.9K | 0.07% | 129 |
|
|
2021
Q1 | $288K | Buy |
1,456
+147
| +11% | +$29.1K | 0.08% | 115 |
|
|
2020
Q4 | $231K | Buy |
+1,309
| New | +$231K | 0.07% | 125 |
|
|
2019
Q2 | – | Sell |
-1,006
| Closed | -$81K | – | 822 |
|
|
2019
Q1 | $81K | Buy |
1,006
+68
| +7% | +$5.48K | 0.03% | 197 |
|
|
2018
Q4 | $62K | Buy |
938
+180
| +24% | +$11.9K | 0.02% | 203 |
|
|
2018
Q3 | $66K | Sell |
758
-112
| -13% | -$9.75K | 0.02% | 218 |
|
|
2018
Q2 | $68K | Buy |
+870
| New | +$68K | 0.03% | 208 |
|
|
2018
Q1 | – | Sell |
-923
| Closed | -$60K | – | 898 |
|
|
2017
Q4 | $60K | Buy |
+923
| New | +$60K | 0.02% | 218 |
|