Legend Financial Advisors’s Leuthold Core ETF LCR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.12M Buy
252,081
+11,097
+5% +$401K 6.06% 6
2025
Q1
$8.26M Sell
240,984
-99
-0% -$3.39K 6.07% 6
2024
Q4
$8.28M Buy
241,083
+2,823
+1% +$96.9K 5.84% 7
2024
Q3
$8.44M Sell
238,260
-5,239
-2% -$186K 5.83% 8
2024
Q2
$8.2M Sell
243,499
-8,464
-3% -$285K 5.82% 7
2024
Q1
$8.5M Buy
251,963
+3,690
+1% +$125K 6.16% 7
2023
Q4
$7.99M Sell
248,273
-2,795
-1% -$89.9K 6.42% 6
2023
Q3
$7.61M Sell
251,068
-1,632
-0.6% -$49.5K 6.49% 5
2023
Q2
$7.83M Sell
252,700
-7,991
-3% -$248K 6.54% 5
2023
Q1
$7.74M Buy
260,691
+288
+0.1% +$8.55K 6.5% 5
2022
Q4
$7.55M Sell
260,403
-4,018
-2% -$116K 6.6% 4
2022
Q3
$7.27M Buy
+264,421
New +$7.27M 6.83% 3