Legacy Financial Advisors, Inc. Closed Holding Positions

Legacy Financial Advisors, Inc.

  • $498 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
AOK
Ishares Tr Core Conservative A

ETFs
Q1 2019 Filed on May 14, 2019
19,886
$32.65 - $34.52 $649K - $686K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2019 Filed on May 14, 2019
120
$113.15 - $119.15 $13.6K - $14.3K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q1 2019 Filed on May 14, 2019
48
N/A
JBGS
Jbg Smith Properties

Real Estate
Q1 2019 Filed on May 14, 2019
27
$34.39 - $41.59 $929 - $1.12K
JNPR
Juniper Networks Inc

Technology
Q1 2019 Filed on May 14, 2019
891
$25.69 - $28.38 $22.9K - $25.3K
Keane Group Inc Com
Q1 2019 Filed on May 14, 2019
873
N/A
MAS
Masco Corp

Industrials
Q1 2019 Filed on May 14, 2019
22
$29.07 - $40.0 $640 - $880
Michael Kors Holdings LTD
Q1 2019 Filed on May 14, 2019
13
N/A
Milacron Hldgs Corp Com
Q1 2019 Filed on May 14, 2019
538
N/A
Mimecast LTD Ord Shs
Q1 2019 Filed on May 14, 2019
204
N/A
Newfield Exploration CO
Q1 2019 Filed on May 14, 2019
1,697
N/A
NWS
News Corp New Cl B Com Stk (De

Communication Services
Q1 2019 Filed on May 14, 2019
0
N/A
NXST
Nexstar Media Group, Inc.

Communication Services
Q1 2019 Filed on May 14, 2019
119
$78.8 - $110.49 $9.38K - $13.1K
NICE
Nice Ltd.

Technology
Q1 2019 Filed on May 14, 2019
79
$103.76 - $122.51 $8.2K - $9.68K
Noble Corp PLC Shs Usd
Q1 2019 Filed on May 14, 2019
2,739
N/A
Nutrisystem Inc
Q1 2019 Filed on May 14, 2019
198
N/A
PCRX
Pacira Bio Sciences, Inc.

Healthcare
Q1 2019 Filed on May 14, 2019
193
$36.47 - $42.17 $7.04K - $8.14K
PCG
Pg&E Corp

Utilities
Q1 2019 Filed on May 14, 2019
54
$6.36 - $24.4 $343 - $1.32K
PJT
Pjt Partners Inc.

Financial Services
Q1 2019 Filed on May 14, 2019
147
$39.31 - $46.93 $5.78K - $6.9K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
Q1 2019 Filed on May 14, 2019
146
$52.8 - $68.72 $7.71K - $10K
POR
Portland General Electric CO

Utilities
Q1 2019 Filed on May 14, 2019
209
$44.42 - $52.46 $9.28K - $11K
QTWO
Q2 Holdings, Inc.

Technology
Q1 2019 Filed on May 14, 2019
89
$47.31 - $71.0 $4.21K - $6.32K
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
Q1 2019 Filed on May 14, 2019
405
$21.36 - $29.37 $8.65K - $11.9K
Rockwell Collins Inc
Q1 2019 Filed on May 14, 2019
59
N/A
HSIC
Henry Schein Inc

Healthcare
Q1 2019 Filed on May 14, 2019
80
$57.4 - $63.64 $4.59K - $5.09K
SNDR
Schneider National, Inc.

Industrials
Q1 2019 Filed on May 14, 2019
287
$18.56 - $23.63 $5.33K - $6.78K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q1 2019 Filed on May 14, 2019
530
N/A
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q1 2019 Filed on May 14, 2019
118
N/A
LNW
Light & Wonder, Inc.

Consumer Cyclical
Q1 2019 Filed on May 14, 2019
340
$17.56 - $29.79 $5.97K - $10.1K
SSP
E.W. Scripps CO

Communication Services
Q1 2019 Filed on May 14, 2019
614
$16.17 - $23.11 $9.93K - $14.2K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
Q1 2019 Filed on May 14, 2019
332
$22.93 - $27.29 $7.61K - $9.06K
Shire PLC Adr
Q1 2019 Filed on May 14, 2019
158
N/A
SIG
Signet Jewelers LTD

Consumer Cyclical
Q1 2019 Filed on May 14, 2019
59
$23.94 - $37.02 $1.41K - $2.18K
SBGI
Sinclair Broadcast Group Inc

Communication Services
Q1 2019 Filed on May 14, 2019
550
$26.96 - $39.31 $14.8K - $21.6K
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q1 2019 Filed on May 14, 2019
10
$46.75 - $63.87 $468 - $639
SUM
Summit Materials, Inc.

Basic Materials
Q1 2019 Filed on May 14, 2019
549
$12.59 - $18.28 $6.91K - $10K
Summit Midstream Partners LP Com Unit LTD
Q1 2019 Filed on May 14, 2019
250
N/A
Twenty First Centy Fox Inc Cl B
Q1 2019 Filed on May 14, 2019
989
N/A
UTHR
United Therapeutics Corp

Healthcare
Q1 2019 Filed on May 14, 2019
276
$107.15 - $126.84 $29.6K - $35K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q1 2019 Filed on May 14, 2019
164
N/A
Vectren Corp Com
Q1 2019 Filed on May 14, 2019
25
N/A
Versum Matls Inc Com
Q1 2019 Filed on May 14, 2019
252
N/A
Wright Med Group Inc
Q1 2019 Filed on May 14, 2019
360
N/A
FIVN
Five9, Inc.

Technology
Q1 2019 Filed on May 14, 2019
198
$40.98 - $56.49 $8.11K - $11.2K
FMX
Mexican Economic Development Inc

Consumer Defensive
Q1 2019 Filed on May 14, 2019
61
$87.13 - $94.31 $5.31K - $5.75K
PAC
Pacific Airport Group

Industrials
Q1 2019 Filed on May 14, 2019
87
$82.89 - $97.86 $7.21K - $8.51K
INFY
Infosys LTD

Technology
Q1 2019 Filed on May 14, 2019
313
$9.47 - $11.06 $2.96K - $3.46K
Whiting Petroleum Corporation
Q1 2019 Filed on May 14, 2019
216
N/A
BTG
B2 Gold Corp

Basic Materials
Q1 2019 Filed on May 14, 2019
1,200
$2.66 - $3.32 $3.19K - $3.98K
Track This Portfolio

Track Legacy Financial Advisors, Inc. Portfolio

Follow Legacy Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email