San Francisco Sentry Investment Group’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 |
-31
| Closed | -$2K | – | 698 |
|
|
2020
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 621 |
|
|
2020
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 698 |
|
|
2019
Q4 | $1K | Sell |
31
-6
| -16% | -$194 | ﹤0.01% | 885 |
|
|
2019
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 886 |
|
|
2019
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 879 |
|
|
2019
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 924 |
|
|
2018
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 949 |
|
|
2018
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 876 |
|
|
2018
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 741 |
|
|
2018
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 878 |
|
|
2017
Q4 | $2K | Hold |
37
| – | – | ﹤0.01% | 865 |
|
|
2017
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 907 |
|
|
2017
Q2 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 742 |
|
|
2014
Q4 | – | Sell |
-150
| Closed | -$8K | – | 499 |
|
|
2014
Q3 | $8K | Buy |
+150
| New | +$8K | ﹤0.01% | 503 |
|