Oppenheimer Asset Management’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-11,854
| Closed | -$426K | – | 1696 |
|
2019
Q4 | $426K | Sell |
11,854
-271
| -2% | -$9.74K | 0.01% | 866 |
|
2019
Q3 | $463K | Sell |
12,125
-255
| -2% | -$9.74K | 0.01% | 821 |
|
2019
Q2 | $474K | Buy |
12,380
+2,574
| +26% | +$98.6K | 0.01% | 827 |
|
2019
Q1 | $268K | Sell |
9,806
-2,124
| -18% | -$58K | 0.01% | 957 |
|
2018
Q4 | $304K | Sell |
11,930
-1,279
| -10% | -$32.6K | 0.01% | 891 |
|
2018
Q3 | $413K | Buy |
13,209
+6,954
| +111% | +$217K | 0.01% | 875 |
|
2018
Q2 | $217K | Sell |
6,255
-190
| -3% | -$6.59K | 0.01% | 1054 |
|
2018
Q1 | $262K | Buy |
+6,445
| New | +$262K | 0.01% | 975 |
|