LFS
Legacy Financial Strategies’s T Rowe Price TROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
2,687
-19,317
| -88% | -$1.86M | 0.05% | 111 |
|
|
2025
Q1 | $2.02M | Sell |
22,004
-215
| -1% | -$19.8K | 0.44% | 40 |
|
|
2024
Q4 | $2.52M | Sell |
22,219
-526
| -2% | -$59.7K | 0.54% | 36 |
|
|
2024
Q3 | $2.48M | Sell |
22,745
-1,260
| -5% | -$137K | 0.55% | 38 |
|
|
2024
Q2 | $2.78M | Buy |
24,005
+2,174
| +10% | +$252K | 0.67% | 31 |
|
|
2024
Q1 | $2.66M | Buy |
21,831
+2,412
| +12% | +$294K | 0.69% | 35 |
|
|
2023
Q4 | $2.09M | Sell |
19,419
-281
| -1% | -$30.3K | 0.6% | 37 |
|
|
2023
Q3 | $1.87M | Sell |
19,700
-34
| -0.2% | -$3.23K | 0.6% | 36 |
|
|
2023
Q2 | $2.21M | Buy |
19,734
+1,643
| +9% | +$184K | 0.74% | 36 |
|
|
2023
Q1 | $2.04M | Buy |
18,091
+3,217
| +22% | +$363K | 0.76% | 32 |
|
|
2022
Q4 | $1.62M | Buy |
14,874
+656
| +5% | +$71.5K | 0.67% | 37 |
|
|
2022
Q3 | $1.49M | Buy |
14,218
+3,392
| +31% | +$356K | 0.69% | 33 |
|
|
2022
Q2 | $1.23M | Buy |
10,826
+1,003
| +10% | +$114K | 0.61% | 36 |
|
|
2022
Q1 | $1.49M | Buy |
9,823
+919
| +10% | +$139K | 0.63% | 35 |
|
|
2021
Q4 | $1.75M | Buy |
8,904
+106
| +1% | +$20.8K | 0.76% | 24 |
|
|
2021
Q3 | $1.73M | Buy |
8,798
+329
| +4% | +$64.7K | 0.81% | 17 |
|
|
2021
Q2 | $1.68M | Buy |
8,469
+344
| +4% | +$68.1K | 0.8% | 16 |
|
|
2021
Q1 | $1.39M | Buy |
8,125
+44
| +0.5% | +$7.55K | 0.74% | 19 |
|
|
2020
Q4 | $1.22M | Buy |
8,081
+104
| +1% | +$15.7K | 0.62% | 23 |
|
|
2020
Q3 | $1.02M | Buy |
7,977
+165
| +2% | +$21.2K | 0.59% | 31 |
|
|
2020
Q2 | $965K | Buy |
7,812
+381
| +5% | +$47.1K | 0.75% | 24 |
|
|
2020
Q1 | $726K | Buy |
7,431
+219
| +3% | +$21.4K | 0.69% | 27 |
|
|
2019
Q4 | $879K | Buy |
7,212
+547
| +8% | +$66.7K | 0.71% | 29 |
|
|
2019
Q3 | $780K | Buy |
6,665
+393
| +6% | +$46K | 0.69% | 25 |
|
|
2019
Q2 | $686K | Buy |
6,272
+261
| +4% | +$28.5K | 0.64% | 31 |
|
|
2019
Q1 | $602K | Buy |
6,011
+1,070
| +22% | +$107K | 0.51% | 35 |
|
|
2018
Q4 | $456K | Buy |
4,941
+2
| +0% | +$185 | 0.45% | 35 |
|
|
2018
Q3 | $473K | Buy |
4,939
+799
| +19% | +$76.5K | 0.48% | 36 |
|
|
2018
Q2 | $481K | Buy |
4,140
+402
| +11% | +$46.7K | 0.43% | 44 |
|
|
2018
Q1 | $404K | Buy |
3,738
+766
| +26% | +$82.8K | 0.39% | 55 |
|
|
2017
Q4 | $312K | Buy |
+2,972
| New | +$312K | 0.33% | 70 |
|