LFS
Legacy Financial Strategies’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Buy |
22,632
+1,910
| +9% | +$218K | 0.51% | 38 |
|
|
2025
Q1 | $2.49M | Buy |
+20,722
| New | +$2.49M | 0.54% | 36 |
|
|
2024
Q2 | – | Sell |
-23,419
| Closed | -$2.85M | – | 99 |
|
|
2024
Q1 | $2.85M | Sell |
23,419
-154
| -0.7% | -$18.7K | 0.73% | 28 |
|
|
2023
Q4 | $3M | Sell |
23,573
-100
| -0.4% | -$12.7K | 0.85% | 19 |
|
|
2023
Q3 | $2.68M | Buy |
23,673
+789
| +3% | +$89.3K | 0.86% | 20 |
|
|
2023
Q2 | $2.77M | Buy |
22,884
+1,626
| +8% | +$197K | 0.93% | 15 |
|
|
2023
Q1 | $2.34M | Buy |
21,258
+1,260
| +6% | +$139K | 0.87% | 19 |
|
|
2022
Q4 | $2.08M | Buy |
19,998
+1,204
| +6% | +$125K | 0.86% | 23 |
|
|
2022
Q3 | $1.66M | Buy |
+18,794
| New | +$1.66M | 0.77% | 27 |
|
|
2020
Q3 | – | Sell |
-12,414
| Closed | -$944K | – | 62 |
|
|
2020
Q2 | $944K | Buy |
+12,414
| New | +$944K | 0.73% | 25 |
|