Poehling Capital 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 |
-42,565
| Closed | -$1.53M | – | 125 |
|
|
2019
Q4 | $1.53M | Sell |
42,565
-640
| -1% | -$23K | 1% | 34 |
|
|
2019
Q3 | $1.65M | Sell |
43,205
-2,085
| -5% | -$79.6K | 1.21% | 29 |
|
|
2019
Q2 | $1.73M | Buy |
45,290
+1,260
| +3% | +$48.2K | 1.16% | 30 |
|
|
2019
Q1 | $1.21M | Buy |
44,030
+925
| +2% | +$25.3K | 0.88% | 43 |
|
|
2018
Q4 | $1.1M | Sell |
43,105
-3,705
| -8% | -$94.5K | 1.06% | 29 |
|
|
2018
Q3 | $1.46M | Buy |
46,810
+7,040
| +18% | +$220K | 1.04% | 33 |
|
|
2018
Q2 | $1.38M | Sell |
39,770
-7,490
| -16% | -$260K | 1.21% | 29 |
|
|
2018
Q1 | $1.92M | Sell |
47,260
-350
| -0.7% | -$14.2K | 1.55% | 24 |
|
|
2017
Q4 | $2M | Buy |
+47,610
| New | +$2M | 1.7% | 16 |
|