Tarbox Family Office’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 |
-153
| Closed | -$8K | – | 1228 |
|
|
2020
Q2 | $8K | Hold |
153
| – | – | ﹤0.01% | 421 |
|
|
2020
Q1 | $7K | Hold |
153
| – | – | ﹤0.01% | 385 |
|
|
2019
Q4 | $5K | Hold |
153
| – | – | ﹤0.01% | 527 |
|
|
2019
Q3 | $6K | Hold |
153
| – | – | ﹤0.01% | 445 |
|
|
2019
Q2 | $6K | Sell |
153
-231
| -60% | -$7.98K | ﹤0.01% | 430 |
|
|
2019
Q1 | $11K | Hold |
384
| – | – | ﹤0.01% | 302 |
|
|
2018
Q4 | $10K | Hold |
384
| – | – | ﹤0.01% | 304 |
|
|
2018
Q3 | $12K | Hold |
384
| – | – | ﹤0.01% | 301 |
|
|
2018
Q2 | $13K | Hold |
384
| – | – | 0.01% | 281 |
|
|
2018
Q1 | $16K | Buy |
384
+231
| +151% | +$9.54K | 0.01% | 274 |
|
|
2017
Q4 | $6K | Hold |
153
| – | – | ﹤0.01% | 388 |
|
|
2017
Q3 | $6K | Hold |
153
| – | – | ﹤0.01% | 384 |
|
|
2017
Q2 | $6K | Hold |
153
| – | – | ﹤0.01% | 360 |
|
|
2017
Q1 | $6K | Hold |
153
| – | – | ﹤0.01% | 359 |
|
|
2016
Q4 | $5K | Hold |
153
| – | – | ﹤0.01% | 342 |
|
|
2016
Q3 | $5K | Hold |
153
| – | – | ﹤0.01% | 336 |
|
|
2016
Q2 | $5K | Hold |
153
| – | – | ﹤0.01% | 335 |
|
|
2016
Q1 | $5K | Hold |
153
| – | – | ﹤0.01% | 353 |
|
|
2015
Q4 | $6K | Hold |
153
| – | – | ﹤0.01% | 300 |
|
|
2015
Q3 | $6K | Sell |
153
-6
| -4% | -$278 | 0.01% | 304 |
|
|
2015
Q2 | $8K | Hold |
159
| – | – | 0.01% | 268 |
|
|
2015
Q1 | $9K | Hold |
159
| – | – | 0.01% | 264 |
|
|
2014
Q4 | $8K | Hold |
159
| – | – | 0.01% | 276 |
|
|
2014
Q3 | $8K | Buy |
159
+6
| +4% | +$298 | 0.01% | 272 |
|
|
2014
Q2 | $7K | Hold |
153
| – | – | 0.01% | 284 |
|
|
2014
Q1 | $7K | Hold |
153
| – | – | 0.01% | 305 |
|
|
2013
Q4 | $7K | Buy |
+153
| New | +$5.93K | 0.01% | 332 |
|
Tarbox Family Office's LM Position: Q3 2020 in Review
Tarbox Family Office sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 153 shares — an estimated $8K sold.
Tarbox Family Office first reported a position in LM in Q4 2013 and held it in 27 quarters. The position peaked at $16K in Q1 2018. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.
- Tarbox Family Office reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
- Tarbox Family Office sold 153 Legg Mason, Inc. shares in Q3 2020, an estimated $8K.
- Tarbox Family Office first reported a position in Legg Mason, Inc. in Q4 2013 and held it in 27 quarters.
- Tarbox Family Office's Legg Mason, Inc. position peaked at $16K in Q1 2018.
- 0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.
Based on Tarbox Family Office's 13F filing for Q3 2020, filed 22 Oct 2020.