Legend Financial Advisors’s S&T Bancorp STBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Buy |
+3,374
| New | +$128K | 0.08% | 42 |
|
|
2025
Q1 | – | Sell |
-3,374
| Closed | -$129K | – | 221 |
|
|
2024
Q4 | $129K | Hold |
3,374
| – | – | 0.09% | 39 |
|
|
2024
Q3 | $142K | Sell |
3,374
-447
| -12% | -$18.8K | 0.1% | 38 |
|
|
2024
Q2 | $128K | Hold |
3,821
| – | – | 0.09% | 47 |
|
|
2024
Q1 | $123K | Sell |
3,821
-1,373
| -26% | -$44K | 0.09% | 44 |
|
|
2023
Q4 | $174K | Hold |
5,194
| – | – | 0.14% | 34 |
|
|
2023
Q3 | $141K | Hold |
5,194
| – | – | 0.12% | 44 |
|
|
2023
Q2 | $141K | Hold |
5,194
| – | – | 0.12% | 44 |
|
|
2023
Q1 | $163K | Hold |
5,194
| – | – | 0.14% | 36 |
|
|
2022
Q4 | $178K | Hold |
5,194
| – | – | 0.16% | 41 |
|
|
2022
Q3 | $152K | Sell |
5,194
-2,300
| -31% | -$67.4K | 0.14% | 37 |
|
|
2022
Q2 | $206K | Hold |
7,494
| – | – | 0.21% | 30 |
|
|
2022
Q1 | $221K | Hold |
7,494
| – | – | 0.14% | 38 |
|
|
2021
Q4 | $236K | Hold |
7,494
| – | – | 0.16% | 38 |
|
|
2021
Q3 | $221K | Hold |
7,494
| – | – | 0.14% | 38 |
|
|
2021
Q2 | $235K | Buy |
+7,494
| New | +$235K | 0.15% | 36 |
|
|
2020
Q2 | – | Sell |
-7,494
| Closed | -$205K | – | 37 |
|
|
2020
Q1 | $205K | Hold |
7,494
| – | – | 0.18% | 28 |
|
|
2019
Q4 | $302K | Hold |
7,494
| – | – | 0.26% | 27 |
|
|
2019
Q3 | $274K | Hold |
7,494
| – | – | 0.23% | 29 |
|
|
2019
Q2 | $280K | Hold |
7,494
| – | – | 0.25% | 30 |
|
|
2019
Q1 | $296K | Hold |
7,494
| – | – | 0.33% | 29 |
|
|
2018
Q4 | $284K | Buy |
+7,494
| New | +$284K | 0.42% | 24 |
|