LFS
Legacy Financial Strategies’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,210
| Closed | -$2.09M | – | 126 |
|
|
2024
Q4 | $2.09M | Sell |
15,210
-1,758
| -10% | -$241K | 0.45% | 39 |
|
|
2024
Q3 | $2.64M | Sell |
16,968
-735
| -4% | -$115K | 0.58% | 37 |
|
|
2024
Q2 | $2.56M | Buy |
17,703
+1,874
| +12% | +$271K | 0.62% | 35 |
|
|
2024
Q1 | $2.8M | Buy |
15,829
+2,514
| +19% | +$445K | 0.72% | 30 |
|
|
2023
Q4 | $1.9M | Sell |
13,315
-319
| -2% | -$45.4K | 0.54% | 38 |
|
|
2023
Q3 | $1.5M | Sell |
13,634
-1,266
| -8% | -$139K | 0.48% | 39 |
|
|
2023
Q2 | $1.97M | Buy |
14,900
+1,082
| +8% | +$143K | 0.66% | 38 |
|
|
2023
Q1 | $2.29M | Buy |
13,818
+923
| +7% | +$153K | 0.85% | 21 |
|
|
2022
Q4 | $1.92M | Buy |
12,895
+841
| +7% | +$125K | 0.79% | 29 |
|
|
2022
Q3 | $1.79M | Buy |
+12,054
| New | +$1.79M | 0.83% | 22 |
|
|
2020
Q1 | – | Sell |
-8,368
| Closed | -$1.07M | – | 62 |
|
|
2019
Q4 | $1.07M | Buy |
8,368
+414
| +5% | +$53.1K | 0.87% | 13 |
|
|
2019
Q3 | $873K | Buy |
7,954
+557
| +8% | +$61.1K | 0.78% | 16 |
|
|
2019
Q2 | $640K | Sell |
7,397
-1,478
| -17% | -$128K | 0.6% | 34 |
|
|
2019
Q1 | $712K | Buy |
8,875
+801
| +10% | +$64.3K | 0.61% | 19 |
|
|
2018
Q4 | $534K | Buy |
8,074
+310
| +4% | +$20.5K | 0.53% | 26 |
|
|
2018
Q3 | $655K | Buy |
7,764
+229
| +3% | +$19.3K | 0.67% | 15 |
|
|
2018
Q2 | $574K | Buy |
7,535
+568
| +8% | +$43.3K | 0.51% | 27 |
|
|
2018
Q1 | $484K | Buy |
6,967
+1,154
| +20% | +$80.2K | 0.47% | 34 |
|
|
2017
Q4 | $379K | Buy |
+5,813
| New | +$379K | 0.4% | 50 |
|