Legacy Financial Group LLC Purchases and Sells in Q1 2025

Legacy Financial Group LLC

$567 Million
Q1 2025

Top Buys

Incresed Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BUFD	1.88M + 5833.15%	$24.66 - $26.1 $46.5M - $49.2M	1.92M $47.6M
IUSV	34K + 39.71%	$90.0 - $96.32 $3.06M - $3.28M	120K $10.9M
IAU	20.5K + 39.76%	$49.74 - $58.96 $1.02M - $1.21M	72.1K $4.25M
QUAL	13.3K + 16.71%	$168.16 - $186.21 $2.24M - $2.48M	92.9K $15.8M
EMXC	15.1K + 5.03%	$54.25 - $57.64 $821K - $872K	316K $17.4M
IGIB	3.79K + 1.13%	$50.82 - $52.7 $193K - $200K	340K $17.8M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLH	36.5K New	$97.25 - $104.79 $3.55M - $3.83M	36.5K $3.77M
OEF	13.6K New	N/A	13.6K $3.62M
KO	3.16K New	$60.81 - $72.32 $192K - $228K	3.16K $226K
SPLG	3.24K New	$64.88 - $72.1 $210K - $234K	3.24K $211K
BSJU	22.3K New	N/A	22.3K $0
ISHARES TR	8.42K New	N/A	8.42K $0

Top Sells

Reduced Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSG	-7.87K - 1.68%	$126.86 - $146.45 $998K - $1.15M	461K $58.6M
VOO	-5.33K - 7.86%	$507.05 - $563.67 $2.7M - $3.01M	62.5K $32M
VB	-2.38K - 1.73%	$217.89 - $252.64 $518K - $600K	135K $29.9M
VEA	-63K - 16.73%	$47.4 - $52.99 $2.99M - $3.34M	314K $16.1M
BSJP	-78.5K - 39.74%	$23.03 - $23.17 $1.81M - $1.82M	119K $2.74M
EFG	-17K - 28.31%	$96.1 - $106.37 $1.64M - $1.81M	43.1K $4.35M

Activity Summary All Purchases 47 New Holdings 6 Increased Positions 41 All Sells 52 Reductions 52 Sold out 0 Calls 0 Puts 0

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