Legacy Financial Advisors, Inc. Sells in Q4 2024

Legacy Financial Advisors, Inc.

  • $513 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KLAC
Kla Corp

Technology
-58
- 9.57%
$614.46 - $829.55 $35.6K - $48.1K
548 $345K
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.36K
- 3.9%
$26.18 - $28.77 $35.7K - $39.2K
33.6K $892K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-786
- 9.41%
$98.47 - $109.35 $77.4K - $85.9K
7.57K $745K
AMT
American Tower Corp

Real Estate
-217
- 15.43%
$179.4 - $232.01 $38.9K - $50.3K
1.19K $218K
ING
Ing Groep Nv

Financial Services
-2.59K
- 10.24%
$15.1 - $17.73 $39.1K - $45.9K
22.7K $355K
FMC
Fmc Corp

Basic Materials
-191
- 3.68%
$47.86 - $66.62 $9.14K - $12.7K
5.01K $243K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-743
- 17.93%
$113.92 - $127.38 $84.6K - $94.6K
3.4K $391K
VB
Vanguard Small Cap ETF

ETFs
-390
- 31.38%
$233.76 - $261.58 $91.2K - $102K
853 $204K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-164
- 4.68%
$82.28 - $117.52 $13.5K - $19.3K
3.34K $283K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-5
- 0.09%
$59.25 - $72.99 $296 - $365
5.83K $348K
SHEL
Shell PLC

Energy
-560
- 4.09%
$60.63 - $70.23 $34K - $39.3K
13.1K $823K
EXPD
Expeditors International Of Washington Inc

Industrials
-106
- 3.27%
$110.5 - $128.26 $11.7K - $13.6K
3.14K $347K
CROX
Crocs, Inc.

Consumer Cyclical
-35
- 1.65%
$96.51 - $141.93 $3.38K - $4.97K
2.09K $229K
PFG
Principal Financial Group Inc

Financial Services
-385
- 7.02%
$74.91 - $91.26 $28.8K - $35.1K
5.1K $394K
ADM
Archer Daniels Midland CO

Consumer Defensive
-398
- 6.49%
$49.38 - $59.52 $19.7K - $23.7K
5.74K $289K
OMC
Omnicom Group Inc.

Communication Services
-78
- 2.02%
$85.82 - $105.47 $6.69K - $8.23K
3.79K $326K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-231
- 3.46%
$101.82 - $114.06 $23.5K - $26.3K
6.44K $665K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-5.58K
- 2.58%
$124.26 - $134.12 $694K - $749K
211K $27.1M
IGRO
Ishares Tr International Divid

ETFs
-526
- 13.5%
$67.76 - $74.48 $35.6K - $39.2K
3.37K $229K
FE
Firstenergy Corp

Utilities
-138
- 1.18%
$39.14 - $44.52 $5.4K - $6.14K
11.5K $459K
SAN
Banco Santander, S.A.

Financial Services
-6.75K
- 14.08%
$4.49 - $5.05 $30.3K - $34.1K
41.2K $187K
ICE
Intercontinental Exchange, Inc.

Financial Services
-228
- 11.72%
$148.29 - $166.93 $33.8K - $38.1K
1.72K $255K
TXN
Texas Instruments Inc

Technology
-280
- 2.92%
N/A
9.3K $1.81M
TT
Trane Technologies PLC

Industrials
-74
- 5.72%
$369.35 - $419.14 $27.3K - $31K
1.22K $450K
JKHY
Henry Jack & Associates Inc

Technology
-263
- 6.43%
$171.12 - $186.18 $45K - $49K
3.83K $671K
GIS
General Mills Inc

Consumer Defensive
-106
- 2.44%
$62.78 - $74.62 $6.65K - $7.91K
4.24K $270K
SNPS
Synopsys Inc

Technology
-59
- 6.03%
$485.36 - $588.0 $28.6K - $34.7K
919 $446K
DUK
Duke Energy Corp

Utilities
-26
- 0.44%
$105.76 - $120.76 $2.75K - $3.14K
5.89K $634K
AMCR
Amcor PLC

Consumer Cyclical
-392
- 1.73%
$9.34 - $11.37 $3.66K - $4.46K
22.3K $209K
HRL
Hormel Foods Corp

Consumer Defensive
-1.27K
- 6.62%
$29.21 - $33.55 $37.1K - $42.6K
17.9K $562K
F
Ford Motor CO

Consumer Cyclical
-1.35K
- 2.75%
$9.69 - $11.4 $13.1K - $15.4K
47.6K $471K
CB
Chubb LTD

Financial Services
-36
- 1.36%
$271.57 - $301.89 $9.78K - $10.9K
2.62K $723K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-54
- 1.54%
$77.43 - $89.47 $4.18K - $4.83K
3.44K $268K
AFL
Aflac Inc

Financial Services
-197
- 8.33%
$100.37 - $115.27 $19.8K - $22.7K
2.17K $224K
SO
Southern CO

Utilities
-1
- 0.02%
$81.5 - $94.15 $81.5 - $94.2
5.03K $414K
TDG
Trans Digm Group Inc

Industrials
-7
- 3.8%
$1239.0 - $1442.53 $8.67K - $10.1K
177 $224K
BKH
Black Hills Corp

Utilities
-19
- 0.14%
$57.6 - $64.66 $1.09K - $1.23K
13.4K $782K
WM
Waste Management Inc

Industrials
-124
- 7.29%
$201.79 - $228.46 $25K - $28.3K
1.58K $318K
CSX
Csx Corp

Industrials
-363
- 3.51%
$31.58 - $36.88 $11.5K - $13.4K
9.98K $321K
LECO
Lincoln Electric Holdings Inc

Industrials
-131
- 5.79%
$187.47 - $219.94 $24.6K - $28.8K
2.13K $399K
FDX
Fedex Corp

Industrials
-152
- 10.71%
$260.5 - $305.15 $39.6K - $46.4K
1.27K $356K
INGR
Ingredion Inc

Consumer Defensive
-230
- 5.92%
$132.76 - $154.86 $30.5K - $35.6K
3.65K $502K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-123
- 3.63%
$70.1 - $76.53 $8.62K - $9.41K
3.27K $231K
LYG
Lloyds Banking Group PLC

Financial Services
-4.27K
- 9.67%
$2.67 - $3.23 $11.4K - $13.8K
39.8K $108K
DGX
Quest Diagnostics Inc

Healthcare
-181
- 3.87%
N/A
4.5K $616K
FISV
Fiserv Inc

Technology
-173
- 7.96%
N/A
2K $250K
CMA
Comerica Inc

Financial Services
-315
- 6.23%
$57.88 - $72.73 $18.2K - $22.9K
4.74K $293K
TROW
Price T Rowe Group Inc

Financial Services
-351
- 4.77%
$106.48 - $124.69 $37.4K - $43.8K
7K $791K
PAYX
Paychex Inc

Industrials
-274
- 5.57%
$135.86 - $148.73 $37.2K - $40.8K
4.64K $651K
Activity Summary
Buys All Purchases 196 New Holdings 19 Increased Positions 177 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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