San Francisco Sentry Investment Group’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 |
-31
| Closed | -$2K | – | 708 |
|
|
2020
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 625 |
|
|
2020
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 699 |
|
|
2019
Q4 | $1K | Sell |
31
-6
| -16% | -$223 | ﹤0.01% | 893 |
|
|
2019
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 897 |
|
|
2019
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 886 |
|
|
2019
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 933 |
|
|
2018
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 959 |
|
|
2018
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 888 |
|
|
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 | +$1.4K | ﹤0.01% | 742 |
|
|
2014
Q4 | – | Sell |
-150
| Closed | -$8K | – | 499 |
|
|
2014
Q3 | $8K | Buy |
+150
| New | +$7.44K | ﹤0.01% | 503 |
|
San Francisco Sentry Investment Group's LM Position: Q3 2020 in Review
San Francisco Sentry Investment Group sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 31 shares — an estimated $2K sold.
San Francisco Sentry Investment Group first reported a position in LM in Q3 2014 and held it in 14 quarters. The position peaked at $8K in Q3 2014. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- San Francisco Sentry Investment Group reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- San Francisco Sentry Investment Group sold 31 Legg Mason, Inc. shares in Q3 2020, an estimated $2K.
- San Francisco Sentry Investment Group first reported a position in Legg Mason, Inc. in Q3 2014 and held it in 14 quarters.
- San Francisco Sentry Investment Group's Legg Mason, Inc. position peaked at $8K in Q3 2014.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on San Francisco Sentry Investment Group's 13F filing for Q3 2020, filed 14 Oct 2020.