Legacy Capital Group California, Inc. INVESTMENT MANAGERS SER TR I Transaction History

Legacy Capital Group California, Inc.

  • $361 Billion
  • Q2 2025
Number of Shares
23,238
Previous 23,467 0.98%
Holding current value
$580 Million
Previous $584 Million 0.6%
% of portfolio
0.16%
Previous 0.2%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
N/A
-229 Reduced 0.98%
23,238 $580 Million
Q1 2025

May 09, 2025
BUY
N/A
330 Added 1.43%
23,467 $584 Million
Q4 2024

Feb 03, 2025
SELL
N/A
-153 Reduced 0.66%
23,137 $580 Million
Q3 2024

Oct 23, 2024
BUY
N/A
103 Added 0.44%
23,290 $583 Million
Q2 2024

Jul 22, 2024
SELL
N/A
-11,304 Reduced 32.77%
23,187 $580 Million
Q1 2024

May 07, 2024
SELL
N/A
-142 Reduced 0.41%
34,491 $863 Million
Q4 2023

Feb 08, 2024
BUY
N/A
34,633 New
34,633 $864 Million
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