LFS
Legacy Financial Strategies’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.86M | Buy |
7,324
+67
| +0.9% | +$35.3K | 0.76% | 19 |
|
|
2025
Q1 | $3.69M | Sell |
7,257
-57
| -0.8% | -$29K | 0.8% | 22 |
|
|
2024
Q4 | $3.62M | Buy |
7,314
+42
| +0.6% | +$20.8K | 0.78% | 23 |
|
|
2024
Q3 | $3.76M | Buy |
7,272
+4
| +0.1% | +$2.07K | 0.83% | 22 |
|
|
2024
Q2 | $3.27M | Buy |
7,268
+662
| +10% | +$298K | 0.79% | 23 |
|
|
2024
Q1 | $2.81M | Sell |
6,606
-23
| -0.3% | -$9.79K | 0.72% | 29 |
|
|
2023
Q4 | $2.92M | Sell |
6,629
-30
| -0.5% | -$13.2K | 0.83% | 21 |
|
|
2023
Q3 | $2.57M | Buy |
6,659
+220
| +3% | +$85K | 0.83% | 23 |
|
|
2023
Q2 | $2.58M | Buy |
6,439
+476
| +8% | +$191K | 0.86% | 21 |
|
|
2023
Q1 | $2.06M | Buy |
5,963
+563
| +10% | +$194K | 0.76% | 31 |
|
|
2022
Q4 | $1.81M | Buy |
5,400
+469
| +10% | +$157K | 0.75% | 32 |
|
|
2022
Q3 | $1.51M | Buy |
4,931
+487
| +11% | +$149K | 0.7% | 32 |
|
|
2022
Q2 | $1.5M | Buy |
4,444
+344
| +8% | +$116K | 0.74% | 28 |
|
|
2022
Q1 | $1.68M | Buy |
4,100
+184
| +5% | +$75.5K | 0.72% | 24 |
|
|
2021
Q4 | $1.85M | Buy |
3,916
+79
| +2% | +$37.3K | 0.8% | 20 |
|
|
2021
Q3 | $1.63M | Buy |
3,837
+166
| +5% | +$70.5K | 0.77% | 19 |
|
|
2021
Q2 | $1.51M | Buy |
3,671
+188
| +5% | +$77.2K | 0.72% | 22 |
|
|
2021
Q1 | $1.23M | Buy |
3,483
+290
| +9% | +$102K | 0.65% | 32 |
|
|
2020
Q4 | $1.05M | Buy |
3,193
+19
| +0.6% | +$6.25K | 0.54% | 34 |
|
|
2020
Q3 | $1.15M | Sell |
3,174
-240
| -7% | -$86.6K | 0.66% | 25 |
|
|
2020
Q2 | $1.13M | Sell |
3,414
-90
| -3% | -$29.7K | 0.87% | 13 |
|
|
2020
Q1 | $859K | Sell |
3,504
-203
| -5% | -$49.8K | 0.82% | 14 |
|
|
2019
Q4 | $1.01M | Buy |
3,707
+219
| +6% | +$59.8K | 0.82% | 16 |
|
|
2019
Q3 | $867K | Buy |
3,488
+148
| +4% | +$36.8K | 0.77% | 17 |
|
|
2019
Q2 | $796K | Buy |
3,340
+92
| +3% | +$21.9K | 0.74% | 20 |
|
|
2019
Q1 | $684K | Buy |
3,248
+408
| +14% | +$85.9K | 0.58% | 26 |
|
|
2018
Q4 | $483K | Buy |
2,840
+40
| +1% | +$6.8K | 0.48% | 33 |
|
|
2018
Q3 | $504K | Buy |
2,800
+539
| +24% | +$97K | 0.51% | 30 |
|
|
2018
Q2 | $461K | Buy |
2,261
+222
| +11% | +$45.3K | 0.41% | 49 |
|
|
2018
Q1 | $390K | Buy |
+2,039
| New | +$390K | 0.38% | 59 |
|