LFA
Legacy Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Buy |
13,695
+110
| +0.8% | +$39.1K | 0.76% | 24 |
|
|
2025
Q1 | $4.76M | Buy |
13,585
+109
| +0.8% | +$38.2K | 0.8% | 19 |
|
|
2024
Q4 | $4.26M | Buy |
13,476
+287
| +2% | +$90.7K | 0.7% | 24 |
|
|
2024
Q3 | $3.63M | Buy |
13,189
+432
| +3% | +$119K | 0.61% | 28 |
|
|
2024
Q2 | $3.35M | Buy |
12,757
+514
| +4% | +$135K | 0.6% | 26 |
|
|
2024
Q1 | $3.42M | Buy |
12,243
+619
| +5% | +$173K | 0.61% | 27 |
|
|
2023
Q4 | $3.03M | Buy |
11,624
+886
| +8% | +$231K | 0.58% | 29 |
|
|
2023
Q3 | $2.47M | Buy |
10,738
+1,360
| +15% | +$313K | 0.49% | 29 |
|
|
2023
Q2 | $2.23M | Buy |
9,378
+287
| +3% | +$68.2K | 0.42% | 29 |
|
|
2023
Q1 | $2.05M | Buy |
9,091
+1,268
| +16% | +$286K | 0.42% | 24 |
|
|
2022
Q4 | $1.63M | Buy |
7,823
+1,751
| +29% | +$364K | 0.35% | 30 |
|
|
2022
Q3 | $1.08M | Sell |
6,072
-534
| -8% | -$94.9K | 0.26% | 46 |
|
|
2022
Q2 | $1.3M | Sell |
6,606
-77
| -1% | -$15.2K | 0.32% | 34 |
|
|
2022
Q1 | $1.48M | Buy |
6,683
+938
| +16% | +$208K | 0.33% | 30 |
|
|
2021
Q4 | $1.25M | Buy |
5,745
+810
| +16% | +$176K | 0.29% | 35 |
|
|
2021
Q3 | $1.1M | Buy |
4,935
+472
| +11% | +$105K | 0.27% | 35 |
|
|
2021
Q2 | $1.04M | Sell |
4,463
-1,001
| -18% | -$234K | 0.26% | 34 |
|
|
2021
Q1 | $1.16M | Buy |
5,464
+298
| +6% | +$63.1K | 0.32% | 26 |
|
|
2020
Q4 | $1.13M | Buy |
5,166
+433
| +9% | +$94.6K | 0.32% | 25 |
|
|
2020
Q3 | $946K | Buy |
+4,733
| New | +$946K | 0.29% | 28 |
|
|
2020
Q1 | – | Sell |
-3,964
| Closed | -$745K | – | 118 |
|
|
2019
Q4 | $745K | Buy |
3,964
+98
| +3% | +$18.4K | 0.24% | 42 |
|
|
2019
Q3 | $665K | Buy |
3,866
+7
| +0.2% | +$1.2K | 0.22% | 50 |
|
|
2019
Q2 | $670K | Buy |
3,859
+177
| +5% | +$30.7K | 0.24% | 45 |
|
|
2019
Q1 | $575K | Buy |
3,682
+479
| +15% | +$74.8K | 0.19% | 48 |
|
|
2018
Q4 | $423K | Sell |
3,203
-187
| -6% | -$24.7K | 0.16% | 60 |
|
|
2018
Q3 | $508K | Buy |
3,390
+76
| +2% | +$11.4K | 0.18% | 50 |
|
|
2018
Q2 | $462K | Buy |
3,314
+203
| +7% | +$28.3K | 0.18% | 57 |
|
|
2018
Q1 | $375K | Buy |
3,111
+56
| +2% | +$6.75K | 0.15% | 67 |
|
|
2017
Q4 | $348K | Buy |
+3,055
| New | +$348K | 0.14% | 65 |
|