Raymond James Financial Services Advisors’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,696
| Closed | -$283K | – | 3042 |
|
|
2020
Q2 | $283K | Buy |
+5,696
| New | +$283K | ﹤0.01% | 2262 |
|
|
2020
Q1 | – | Sell |
-15,634
| Closed | -$561K | – | 2950 |
|
|
2019
Q4 | $561K | Buy |
15,634
+890
| +6% | +$33K | ﹤0.01% | 1899 |
|
|
2019
Q3 | $563K | Buy |
14,744
+1,623
| +12% | +$61.4K | ﹤0.01% | 1830 |
|
|
2019
Q2 | $502K | Buy |
+13,121
| New | +$453K | ﹤0.01% | 1931 |
|
|
2018
Q4 | – | Sell |
-7,717
| Closed | -$241K | – | 2924 |
|
|
2018
Q3 | $241K | Sell |
7,717
-342
| -4% | -$11.1K | ﹤0.01% | 2413 |
|
|
2018
Q2 | $280K | Sell |
8,059
-2,946
| -27% | -$112K | ﹤0.01% | 2286 |
|
|
2018
Q1 | $447K | Buy |
11,005
+2,047
| +23% | +$84.5K | ﹤0.01% | 1779 |
|
|
2017
Q4 | $376K | Buy |
8,958
+3,260
| +57% | +$128K | ﹤0.01% | 1883 |
|
|
2017
Q3 | $224K | Buy |
+5,698
| New | +$219K | ﹤0.01% | 2201 |
|
|
2017
Q2 | – | Sell |
-6,809
| Closed | -$246K | – | 2602 |
|
|
2017
Q1 | $246K | Buy |
+6,809
| New | +$236K | ﹤0.01% | 2011 |
|
|
2016
Q2 | – | Sell |
-6,322
| Closed | -$219K | – | 2353 |
|
|
2016
Q1 | $219K | Buy |
+6,322
| New | +$198K | ﹤0.01% | 1707 |
|
Raymond James Financial Services Advisors's LM Position: Q3 2020 in Review
Raymond James Financial Services Advisors sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 5,696 shares — an estimated $283K sold.
Raymond James Financial Services Advisors first reported a position in LM in Q1 2016 and held it in 11 quarters. The position peaked at $563K in Q3 2019. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- Raymond James Financial Services Advisors reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- Raymond James Financial Services Advisors sold 5,696 Legg Mason, Inc. shares in Q3 2020, an estimated $283K.
- Raymond James Financial Services Advisors first reported a position in Legg Mason, Inc. in Q1 2016 and held it in 11 quarters.
- Raymond James Financial Services Advisors's Legg Mason, Inc. position peaked at $563K in Q3 2019.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on Raymond James Financial Services Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.