Zuckerman Investment Group’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
Q2 | – | Sell |
-32,126
| Closed | -$1.77M | – | 51 |
|
|
2015
Q1 | $1.77M | Sell |
32,126
-191,573
| -86% | -$10.6M | 0.38% | 31 |
|
|
2014
Q4 | $11.9M | Sell |
223,699
-129,508
| -37% | -$6.91M | 2.52% | 17 |
|
|
2014
Q3 | $18.1M | Sell |
353,207
-100,659
| -22% | -$5.15M | 3.76% | 9 |
|
|
2014
Q2 | $23.3M | Sell |
453,866
-3,392
| -0.7% | -$174K | 5.02% | 7 |
|
|
2014
Q1 | $22.4M | Buy |
457,258
+3,450
| +0.8% | +$169K | 5.32% | 6 |
|
|
2013
Q4 | $19.7M | Buy |
453,808
+21,670
| +5% | +$942K | 4.64% | 8 |
|
|
2013
Q3 | $14.5M | Buy |
432,138
+25,755
| +6% | +$861K | 3.63% | 10 |
|
|
2013
Q2 | $12.6M | Buy |
+406,383
| New | +$12.6M | 3.28% | 11 |
|