Legacy Financial Group LLC Purchases and Sells in Q4 2024

Legacy Financial Group LLC

$537 Million
Q4 2024

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOVT	3.04K + 26.59%	$22.39 - $23.45 $68.1K - $71.3K	14.5K $332K
BSJS	6.29K + 39.55%	$21.68 - $22.16 $136K - $139K	22.2K $480K
RLY	17 + 0.07%	$26.85 - $29.18 $456 - $496	23.4K $632K
AOM	383 + 2.48%	$43.44 - $45.05 $16.6K - $17.3K	15.8K $688K
CWB	2.01K + 19.94%	$76.21 - $82.24 $153K - $165K	12.1K $939K
BSJR	7.17K + 12.74%	$22.37 - $22.7 $160K - $163K	63.4K $1.42M

New Holdings

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MTUM	18.5K New	$201.32 - $217.44 $3.72M - $4.02M	18.5K $3.82M
MSFT	8.63K New	$406.35 - $454.46 $3.5M - $3.92M	8.63K $3.64M
CASY	8.9K New	$366.65 - $427.88 $3.26M - $3.81M	8.9K $3.53M
IAU	51.6K New	$48.37 - $52.65 $2.49M - $2.71M	51.6K $2.55M
VUG	5.69K New	$378.79 - $428.11 $2.15M - $2.44M	5.69K $2.33M
WM	8.79K New	$201.79 - $228.46 $1.77M - $2.01M	8.79K $1.77M

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSG	-23.8K - 4.84%	$129.96 - $144.97 $3.1M - $3.46M	469K $65.4M
VOO	-1.85K - 2.65%	$521.84 - $558.82 $966K - $1.03M	67.9K $36.6M
VB	-5.87K - 4.1%	$233.76 - $261.58 $1.37M - $1.54M	137K $33M
IUSB	-44.7K - 7.47%	$45.07 - $47.1 $2.01M - $2.1M	553K $25M
IVW	-8.09K - 4.87%	$94.43 - $105.47 $764K - $853K	158K $16M
DYNF	-2.68K - 1.03%	$49.03 - $53.35 $131K - $143K	258K $13.2M

Activity Summary All Purchases 85 New Holdings 56 Increased Positions 29 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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