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.