Legacy Financial Advisors, Inc. Closed Holding Positions

Legacy Financial Advisors, Inc.

  • $498 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Federal Realty Invt Tr Sh Ben Int New
Q4 2018 Filed on Jan 16, 2019
10
N/A
MATX
Matson, Inc.

Industrials
Q4 2018 Filed on Jan 16, 2019
37
$30.92 - $41.18 $1.14K - $1.52K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
Q4 2018 Filed on Jan 16, 2019
29
$16.66 - $19.1 $483 - $554
IGLB
Ishares 10+ Year Investment Gr

ETFs
Q4 2018 Filed on Jan 16, 2019
4,712
$55.17 - $57.88 $260K - $273K
CVLT
Commvault Systems Inc

Technology
Q4 2018 Filed on Jan 16, 2019
16
$53.98 - $67.83 $864 - $1.09K
Trinseo S A Shs
Q4 2018 Filed on Jan 16, 2019
1,740
N/A
ABMD
Abiomed Inc

Healthcare
Q4 2018 Filed on Jan 16, 2019
42
$281.08 - $444.25 $11.8K - $18.7K
FSM
Fortuna Silver Mines Inc

Basic Materials
Q4 2018 Filed on Jan 16, 2019
800
$3.19 - $4.43 $2.55K - $3.54K
EMB
Ishares Tr

ETFs
Q4 2018 Filed on Jan 16, 2019
1,463
$102.36 - $107.47 $150K - $157K
GTES
Gates Industrial Corp PLC

Industrials
Q4 2018 Filed on Jan 16, 2019
224
$12.58 - $19.18 $2.82K - $4.3K
NCR
Ncr Corp

Technology
Q4 2018 Filed on Jan 16, 2019
108
$21.02 - $28.14 $2.27K - $3.04K
NBIX
Neurocrine Biosciences Inc

Healthcare
Q4 2018 Filed on Jan 16, 2019
540
$68.32 - $124.36 $36.9K - $67.2K
URBN
Urban Outfitters Inc

Consumer Cyclical
Q4 2018 Filed on Jan 16, 2019
42
$31.73 - $41.36 $1.33K - $1.74K
Wildhorse Resource Dev Corp Com
Q4 2018 Filed on Jan 16, 2019
274
N/A
ASTE
Astec Industries Inc

Industrials
Q3 2018 Filed on Oct 30, 2018
187
$45.19 - $62.83 $8.45K - $11.7K
Bank Of The Ozarks
Q3 2018 Filed on Oct 30, 2018
46
N/A
Cys Invts Inc Com
Q3 2018 Filed on Oct 30, 2018
1,550
N/A
DLX
Deluxe Corp

Communication Services
Q3 2018 Filed on Oct 30, 2018
1,713
$55.65 - $66.8 $95.3K - $114K
Farmers Cap Bank Corp
Q3 2018 Filed on Oct 30, 2018
2,319
N/A
IWD
Ishares Russell 1000 Val ETF

ETFs
Q3 2018 Filed on Oct 30, 2018
190
N/A
PFF
Ishares Trust Ishares Pfd And

ETFs
Q3 2018 Filed on Oct 30, 2018
150
$37.02 - $38.0 $5.55K - $5.7K
K2 M Group Hldgs Inc Com
Q3 2018 Filed on Oct 30, 2018
447
N/A
Mattersight Corp Com
Q3 2018 Filed on Oct 30, 2018
300
N/A
Quality Care Pptys Inc Com
Q3 2018 Filed on Oct 30, 2018
26
N/A
RRC
Range Resources Corp

Energy
Q3 2018 Filed on Oct 30, 2018
96
$14.47 - $17.82 $1.39K - $1.71K
Reed Elsevier N V Spon Adr
Q3 2018 Filed on Oct 30, 2018
1,197
N/A
Sanchez Energy Corp Com
Q3 2018 Filed on Oct 30, 2018
969
N/A
TKR
Timken CO

Industrials
Q3 2018 Filed on Oct 30, 2018
80
$43.2 - $52.1 $3.46K - $4.17K
TYL
Tyler Technologies Inc

Technology
Q3 2018 Filed on Oct 30, 2018
27
$224.17 - $250.8 $6.05K - $6.77K
Validus Holdings LTD
Q3 2018 Filed on Oct 30, 2018
2,127
N/A
VEU
Vanguard Ftse All World Ex Us

ETFs
Q3 2018 Filed on Oct 30, 2018
150
N/A
VNTR
Venator Materials PLC

Basic Materials
Q3 2018 Filed on Oct 30, 2018
528
$8.83 - $17.09 $4.66K - $9.02K
WAT
Waters Corp

Healthcare
Q3 2018 Filed on Oct 30, 2018
3
$186.44 - $199.92 $559 - $600
Xl Capital LTD Cl A
Q3 2018 Filed on Oct 30, 2018
117
N/A
MOD
Modine Manufacturing CO

Consumer Cyclical
Q3 2018 Filed on Oct 30, 2018
521
$14.9 - $18.25 $7.76K - $9.51K
NWE
Northwestern Corp

Utilities
Q3 2018 Filed on Oct 30, 2018
2,039
$56.75 - $61.89 $116K - $126K
WWD
Woodward, Inc.

Industrials
Q3 2018 Filed on Oct 30, 2018
98
$76.25 - $84.65 $7.47K - $8.3K
Etfs Physical Swiss Gold Shares
Q3 2018 Filed on Oct 30, 2018
190
N/A
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q3 2018 Filed on Oct 30, 2018
25
$49.27 - $60.95 $1.23K - $1.52K
SMCP
ETF Ser Solutions Alphamark Ac

ETFs
Q3 2018 Filed on Oct 30, 2018
0
N/A
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q3 2018 Filed on Oct 30, 2018
0
N/A
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q3 2018 Filed on Oct 30, 2018
24
$22.19 - $123.81 $533 - $2.97K
SFBS
Servis First Bancshares, Inc.

Financial Services
Q3 2018 Filed on Oct 30, 2018
42
$39.03 - $44.09 $1.64K - $1.85K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q3 2018 Filed on Oct 30, 2018
0
N/A
MRCY
Mercury Systems Inc

Industrials
Q3 2018 Filed on Oct 30, 2018
197
$38.53 - $56.45 $7.59K - $11.1K
THC
Tenet Healthcare Corp

Healthcare
Q3 2018 Filed on Oct 30, 2018
69
$27.43 - $38.88 $1.89K - $2.68K
PBI
Pitney Bowes Inc

Industrials
Q3 2018 Filed on Oct 30, 2018
167
$7.06 - $9.27 $1.18K - $1.55K
JD
Jd.Com, Inc.

Consumer Cyclical
Q3 2018 Filed on Oct 30, 2018
500
$24.51 - $39.46 $12.3K - $19.7K
ASB
Associated Banc Corp

Financial Services
Q3 2018 Filed on Oct 30, 2018
225
$26.0 - $28.35 $5.85K - $6.38K
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