Bragg Financial Advisors, Inc Closed Holding Positions

Bragg Financial Advisors, Inc

  • $2.4 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IAU
Ishares Gold Trust

ETFs
Q2 2022 Filed on Aug 15, 2022
9,809
$34.31 - $37.62 $337K - $369K
CRDB
Crawford & Company Class B
Q2 2022 Filed on Aug 15, 2022
17,471
N/A
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q2 2022 Filed on Aug 15, 2022
4,826
$80.96 - $102.19 $391K - $493K
Investors Bancorp Inc New
Q2 2022 Filed on Aug 15, 2022
273,724
N/A
American National Group Inc
Q2 2022 Filed on Aug 15, 2022
57,503
N/A
FE
Firstenergy Corp

Utilities
Q2 2022 Filed on Aug 15, 2022
4,450
$35.91 - $48.46 $160K - $216K
DOW
Dow Inc.

Basic Materials
Q2 2022 Filed on Aug 15, 2022
3,811
$51.06 - $70.61 $195K - $269K
MAA
Mid America Apartment Communities Inc.

Real Estate
Q2 2022 Filed on Aug 15, 2022
1,061
$160.03 - $217.27 $170K - $231K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q2 2022 Filed on Aug 15, 2022
1,578
$102.23 - $133.85 $161K - $211K
SLV
I Shares Silver Trust

ETFs
Q2 2022 Filed on Aug 15, 2022
12,300
$18.64 - $23.87 $229K - $294K
Colfax Corp
Q2 2022 Filed on Aug 15, 2022
54,936
N/A
ASA
Asa Gold & Precious Metals LTD

Financial Services
Q2 2022 Filed on Aug 15, 2022
19,000
$14.67 - $22.97 $279K - $436K
DVY
Ishares Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
3,233
$113.21 - $132.14 $366K - $427K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2022 Filed on Aug 15, 2022
1,972
$99.01 - $106.84 $195K - $211K
LEN
Lennar Corp

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
4,603
$64.49 - $83.43 $297K - $384K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
3,459
$51.05 - $61.81 $177K - $214K
IEMG
Ishares Inc

ETFs
Q2 2022 Filed on Aug 15, 2022
3,667
$48.46 - $57.45 $178K - $211K
POWL
Powell Industries Inc

Industrials
Q1 2022 Filed on May 11, 2022
16,923
$19.42 - $30.52 $329K - $516K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q1 2022 Filed on May 11, 2022
37,466
$12.78 - $15.54 $479K - $582K
CASS
Cass Information Systems Inc

Industrials
Q1 2022 Filed on May 11, 2022
7,457
$36.11 - $42.55 $269K - $317K
ATRO
Astronics Corp

Industrials
Q1 2022 Filed on May 11, 2022
26,192
$11.38 - $14.71 $298K - $385K
Royal Dutch Shell PLC
Q1 2022 Filed on May 11, 2022
15,147
N/A
SAFT
Safety Insurance Group Inc

Financial Services
Q1 2022 Filed on May 11, 2022
4,962
$80.69 - $91.45 $400K - $454K
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q1 2022 Filed on May 11, 2022
1,500
$65.63 - $82.62 $98.4K - $124K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 11, 2022
74,347
$44.64 - $55.71 $3.32M - $4.14M
FCNCA
First Citizens Bancshares Inc

Financial Services
Q1 2022 Filed on May 11, 2022
268
$662.34 - $906.08 $178K - $243K
MDT
Medtronic PLC

Healthcare
Q3 2021 Filed on Nov 15, 2021
3,835
$122.75 - $135.17 $471K - $518K
WHR
Whirlpool Corp

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
1,150
$203.86 - $232.86 $234K - $268K
Maxim Integrated Prods Inc
Q3 2021 Filed on Nov 15, 2021
4,769
N/A
VEU
Vanguard Ftse All World Ex Us

ETFs
Q3 2021 Filed on Nov 15, 2021
3,572
$60.96 - $64.6 $218K - $231K
UL
Unilever PLC

Consumer Defensive
Q3 2021 Filed on Nov 15, 2021
6,060
$53.95 - $60.15 $327K - $365K
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2021 Filed on Nov 15, 2021
2,517
$132.43 - $141.49 $333K - $356K
OGN
Organon & Co.

Healthcare
Q3 2021 Filed on Nov 15, 2021
11,345
$28.63 - $35.64 $325K - $404K
SCHO
Schwab Short Term Us Treasury

ETFs
Q3 2021 Filed on Nov 15, 2021
4,385
$51.18 - $51.3 $224K - $225K
HPE
Hewlett Packard Enterprise CO

Technology
Q3 2021 Filed on Nov 15, 2021
47,882
$13.01 - $15.48 $623K - $741K
General Electric CO
Q3 2021 Filed on Nov 15, 2021
379,422
N/A
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
53,406
$39.78 - $56.79 $2.12M - $3.03M
Delta Apparel Inc
Q2 2021 Filed on Aug 16, 2021
10,349
N/A
GHM
Graham Corp

Industrials
Q2 2021 Filed on Aug 16, 2021
18,974
$13.3 - $15.31 $252K - $290K
F
Ford Motor CO

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
36,000
$8.52 - $13.37 $307K - $481K
WCC
Wesco International Inc

Industrials
Q1 2021 Filed on May 14, 2021
2,603
$75.98 - $93.23 $198K - $243K
VNT
Vontier Corp

Technology
Q1 2021 Filed on May 14, 2021
8,312
$30.27 - $35.9 $252K - $298K
ADTNXXXX
Adtran Inc
Q1 2021 Filed on May 14, 2021
36,399
N/A
AEP
American Electric Power CO Inc

Utilities
Q1 2021 Filed on May 14, 2021
14,461
$74.85 - $85.84 $1.08M - $1.24M
VTRS
Viatris Inc

Healthcare
Q1 2021 Filed on May 14, 2021
16,052
$13.59 - $18.54 $218K - $298K
STT
State Street Corp

Financial Services
Q4 2020 Filed on Feb 11, 2021
11,242
$58.48 - $76.38 $657K - $859K
WY
Weyerhaeuser CO

Real Estate
Q3 2020 Filed on Nov 13, 2020
12,470
$22.2 - $30.89 $277K - $385K
Meredith Corp
Q3 2020 Filed on Nov 13, 2020
52,426
N/A
SRCL
Stericycle Inc

Industrials
Q3 2020 Filed on Nov 13, 2020
6,890
$52.44 - $65.52 $361K - $451K
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