LFA
LGT Financial Advisors’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.96K | Buy |
+57
| New | +$3.96K | 0.01% | 314 |
|
2025
Q1 | – | Sell |
-1,600
| Closed | -$94.7K | – | 400 |
|
2024
Q4 | $94.7K | Buy |
1,600
+1,590
| +15,900% | +$94.1K | 0.21% | 94 |
|
2024
Q3 | $549 | Sell |
10
-246
| -96% | -$13.5K | ﹤0.01% | 676 |
|
2024
Q2 | $12.2K | Buy |
256
+246
| +2,460% | +$11.7K | 0.03% | 423 |
|
2024
Q1 | $507 | Hold |
10
| – | – | ﹤0.01% | 763 |
|
2023
Q4 | $509 | Sell |
10
-27
| -73% | -$1.37K | ﹤0.01% | 813 |
|
2023
Q3 | $1.99K | Sell |
37
-20,118
| -100% | -$1.08M | ﹤0.01% | 837 |
|
2023
Q2 | $1.04M | Buy |
20,155
+13,142
| +187% | +$680K | 1.11% | 20 |
|
2023
Q1 | $367K | Buy |
+7,013
| New | +$367K | 0.68% | 36 |
|