Stifel Trust’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.42M | Sell |
27,680
-162
| -0.6% | -$8.29K | 0.27% | 107 |
|
|
2014
Q2 | $1.43M | Hold |
27,842
| – | – | 0.27% | 100 |
|
|
2014
Q1 | $1.37M | Sell |
27,842
-5,630
| -17% | -$276K | 0.26% | 103 |
|
|
2013
Q4 | $1.46M | Hold |
33,472
| – | – | 0.27% | 94 |
|
|
2013
Q3 | $1.12M | Sell |
33,472
-25
| -0.1% | -$837 | 0.22% | 110 |
|
|
2013
Q2 | $1.04M | Buy |
+33,497
| New | +$1.04M | 0.22% | 108 |
|