Raymond James Financial Services Advisors’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
Q3 | – | Sell |
-5,696
| Closed | -$283K | – | 2967 |
|
|
2020
Q2 | $283K | Buy |
+5,696
| New | +$283K | ﹤0.01% | 2258 |
|
|
2020
Q1 | – | Sell |
-15,634
| Closed | -$561K | – | 2897 |
|
|
2019
Q4 | $561K | Buy |
15,634
+890
| +6% | +$31.9K | ﹤0.01% | 1898 |
|
|
2019
Q3 | $563K | Buy |
14,744
+1,623
| +12% | +$62K | ﹤0.01% | 1830 |
|
|
2019
Q2 | $502K | Buy |
+13,121
| New | +$502K | ﹤0.01% | 1931 |
|
|
2018
Q4 | – | Sell |
-7,717
| Closed | -$241K | – | 2881 |
|
|
2018
Q3 | $241K | Sell |
7,717
-342
| -4% | -$10.7K | ﹤0.01% | 2413 |
|
|
2018
Q2 | $280K | Sell |
8,059
-2,946
| -27% | -$102K | ﹤0.01% | 2283 |
|
|
2018
Q1 | $447K | Buy |
11,005
+2,047
| +23% | +$83.1K | ﹤0.01% | 1778 |
|
|
2017
Q4 | $376K | Buy |
8,958
+3,260
| +57% | +$137K | ﹤0.01% | 1883 |
|
|
2017
Q3 | $224K | Buy |
+5,698
| New | +$224K | ﹤0.01% | 2200 |
|
|
2017
Q2 | – | Sell |
-6,809
| Closed | -$246K | – | 2550 |
|
|
2017
Q1 | $246K | Buy |
+6,809
| New | +$246K | ﹤0.01% | 2010 |
|
|
2016
Q2 | – | Sell |
-6,322
| Closed | -$219K | – | 2293 |
|
|
2016
Q1 | $219K | Buy |
+6,322
| New | +$219K | ﹤0.01% | 1701 |
|