Next Financial Group’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-500
| Closed | – | – | 2452 |
|
|
2019
Q1 | $0 | Hold |
500
| – | – | ﹤0.01% | 2271 |
|
|
2018
Q4 | $1K | Hold |
500
| – | – | ﹤0.01% | 1925 |
|
|
2018
Q3 | $2K | Buy |
+500
| New | +$2.61K | ﹤0.01% | 1354 |
|
|
2017
Q4 | – | Sell |
-1,956
| Closed | -$3K | – | 1651 |
|
|
2017
Q3 | $3K | Hold |
1,956
| – | – | ﹤0.01% | 1572 |
|
|
2017
Q2 | $3K | Hold |
1,956
| – | – | ﹤0.01% | 1698 |
|
|
2017
Q1 | $4K | Sell |
1,956
-10,000
| -84% | -$22.6K | ﹤0.01% | 1597 |
|
|
2016
Q4 | $25K | Hold |
11,956
| – | – | ﹤0.01% | 1284 |
|
|
2016
Q3 | $16K | Buy |
11,956
+9,000
| +304% | +$14.5K | ﹤0.01% | 1464 |
|
|
2016
Q2 | $4K | Hold |
2,956
| – | – | ﹤0.01% | 1489 |
|
|
2016
Q1 | $2K | Hold |
2,956
| – | – | ﹤0.01% | 1585 |
|
|
2015
Q4 | $5K | Hold |
2,956
| – | – | ﹤0.01% | 1411 |
|
|
2015
Q3 | $12K | Hold |
2,956
| – | – | ﹤0.01% | 1155 |
|
|
2015
Q2 | $25K | Hold |
2,956
| – | – | 0.01% | 923 |
|
|
2015
Q1 | $29K | Buy |
2,956
+1,582
| +115% | +$17.6K | 0.01% | 857 |
|
|
2014
Q4 | $16K | Sell |
1,374
-800
| -37% | -$15.3K | 0.01% | 1073 |
|
|
2014
Q3 | $65K | Buy |
+2,174
| New | +$65.9K | 0.01% | 829 |
|
Other funds holding LGCY
Next Financial Group's LGCY Position: Q2 2019 in Review
Next Financial Group sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q2 2019, closing a stake of 500 shares.
Next Financial Group first reported a position in LGCY in Q3 2014 and held it in 16 quarters. The position peaked at $65K in Q3 2014. 10 funds tracked by Wall St. Rank hold LGCY as of Q2 2019.
- Next Financial Group reported no remaining Legacy Reserves Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
- Next Financial Group sold 500 Legacy Reserves Inc. Common Stock shares in Q2 2019.
- Next Financial Group first reported a position in Legacy Reserves Inc. Common Stock in Q3 2014 and held it in 16 quarters.
- Next Financial Group's Legacy Reserves Inc. Common Stock position peaked at $65K in Q3 2014.
- 10 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q2 2019.
Based on Next Financial Group's 13F filing for Q2 2019, filed 16 Jul 2019.