SouthState Corp’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-14,116
| Closed | -$727K | – | 228 |
|
|
2015
Q2 | $727K | Sell |
14,116
-39,012
| -73% | -$2.01M | 0.1% | 147 |
|
|
2015
Q1 | $2.93M | Buy |
53,128
+4,750
| +10% | +$262K | 0.42% | 82 |
|
|
2014
Q4 | $2.58M | Buy |
48,378
+24,589
| +103% | +$1.31M | 0.4% | 80 |
|
|
2014
Q3 | $1.22M | Buy |
23,789
+19,645
| +474% | +$1.01M | 0.19% | 127 |
|
|
2014
Q2 | $213K | Buy |
+4,144
| New | +$213K | 0.04% | 251 |
|