Legacy Capital Group California, Inc. Sells in Q3 2025

Legacy Capital Group California, Inc.

  • $393 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Investment Managers Ser Tr I
-1.02K
- 4.41%
N/A
22.2K $555M
WM
Waste Management Inc

Industrials
-2
- 0.07%
$213.88 - $237.1 $428 - $474
2.85K $629M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-94
- 12.32%
$301.44 - $365.84 $28.3K - $34.4K
669 $216M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-320
- 0.68%
$95.22 - $96.21 $30.5K - $30.8K
47K $4.52B
COF
Capital One Financial Corp

Financial Services
-53
- 0.62%
$207.29 - $229.74 $11K - $12.2K
8.51K $1.81B
USFD
Us Foods Holding Corp.

Consumer Defensive
-106
- 1.51%
$76.35 - $84.68 $8.09K - $8.98K
6.93K $531M
MBB
Ishares Tr

ETFs
-152
- 3.57%
$92.46 - $95.73 $14.1K - $14.6K
4.11K $391M
CARY
Angel Oak Fds Tr Income Etf(De
-640
- 0.75%
N/A
84.8K $1.77B
MA
Mastercard Inc

Financial Services
-20
- 1.67%
$550.18 - $598.96 $11K - $12K
1.18K $672M
Blackrock ETF Trust Ii
-89
- 1.81%
N/A
4.82K $257M
SRLN
Ssga Active Trust

ETFs
-7
- 0.05%
$41.28 - $41.65 $289 - $292
14.4K $597M
TMUS
T Mobile Us, Inc.

Communication Services
-17
- 0.46%
$226.02 - $259.01 $3.84K - $4.4K
3.65K $873M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-5
- 0.06%
$30.71 - $30.86 $154 - $154
7.79K $240M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
-1
- 0.02%
N/A
5.76K $286M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-2
- 0.04%
$50.7 - $51.11 $101 - $102
4.67K $238M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-3
- 0.06%
$50.08 - $50.37 $150 - $151
4.77K $240M
NEAR
Blackrock Short Maturity Bond

ETFs
-2
- 0.04%
$50.8 - $51.32 $102 - $103
4.69K $240M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
-10
- 0.2%
$47.83 - $48.77 $478 - $488
5.07K $247M
XTEN
Bondbloxx ETF Tr Bloomberg 10
-22
- 0.25%
N/A
8.62K $402M
XLV
Select Sector Spdr Fund Health

ETFs
-25
- 0.95%
$129.01 - $139.72 $3.23K - $3.49K
2.62K $364M
AXP
American Express CO

Financial Services
-39
- 1.93%
$294.27 - $342.31 $11.5K - $13.4K
1.99K $660M
Pimco ETF Tr
-1.2K
- 0.7%
N/A
170K $4.58B
CMS
Cms Energy Corp

Utilities
-204
- 2.21%
$69.37 - $74.67 $14.2K - $15.2K
9.04K $662M
BA
Boeing CO

Industrials
-78
- 1.13%
$209.79 - $237.38 $16.4K - $18.5K
6.85K $1.48B
SPY
Spdr S&P 500 ETF Trust

ETFs
-11
- 1.44%
$617.65 - $666.84 $6.79K - $7.34K
754 $502M
Blackrock Inc
-6
- 1.66%
N/A
355 $414M
IVE
Ishares S&P 500 Value ETF

ETFs
-30
- 0.71%
$194.44 - $206.51 $5.83K - $6.2K
4.18K $863M
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
-3
- 0.02%
$32.8 - $39.43 $98.4 - $118
18.3K $635M
SYF
Synchrony Financial

Financial Services
-97
- 0.85%
$67.53 - $76.86 $6.55K - $7.46K
11.4K $807M
JPM
Jpmorgan Chase & CO

Financial Services
-1.07K
- 7.16%
$282.78 - $316.06 $301K - $337K
13.8K $4.35B
CBOE
Cboe Global Markets, Inc.

Financial Services
-32
- 0.73%
$231.35 - $253.24 $7.4K - $8.1K
4.36K $1.07B
DVN
Devon Energy Corp

Energy
-1
- 0.01%
$31.75 - $36.99 $31.8 - $37
13.9K $486M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-215
- 0.51%
$26.46 - $28.43 $5.69K - $6.11K
41.6K $1.16B
GLW
Corning Inc

Technology
-8.75K
- 33.68%
$51.6 - $82.03 $452K - $718K
17.2K $1.41B
Labcorp Holdings Inc
-60
- 2.28%
N/A
2.57K $736M
IWN
Ishares Russell2000 Val ETF

ETFs
-21
- 0.77%
$157.1 - $178.94 $3.3K - $3.76K
2.7K $476M
UAL
United Airlines Holdings, Inc.

Industrials
-92
- 2.68%
$80.05 - $109.36 $7.36K - $10.1K
3.34K $323M
UBER
Uber Technologies, Inc

Technology
-173
- 1.12%
$86.91 - $99.57 $15K - $17.2K
15.2K $1.49B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-408
- 0.89%
$25.43 - $27.31 $10.4K - $11.1K
45.5K $1.24B
XLC
Select Sector Spdr Tr Communic

ETFs
-39
- 0.57%
$105.99 - $119.41 $4.13K - $4.66K
6.77K $802M
CVX
Chevron Corp

Energy
-45
- 0.75%
$145.57 - $161.83 $6.55K - $7.28K
5.97K $927M
T Rowe Price ETF Inc
-445
- 1.21%
N/A
36.3K $1.28B
XEL
Xcel Energy Inc

Utilities
-70
- 1.1%
$67.56 - $80.65 $4.73K - $5.65K
6.29K $507M
CIVI
Civitas Resources, Inc.

Energy
-1
- 0.01%
$27.85 - $37.37 $27.9 - $37.4
14.9K $485M
MNST
Monster Beverage Corp

Consumer Defensive
-251
- 1.14%
$58.65 - $67.31 $14.7K - $16.9K
21.8K $1.46B
MS
Morgan Stanley

Financial Services
-1
- 0.02%
$139.09 - $161.16 $139 - $161
5.05K $803M
ALL
Allstate Corp

Financial Services
-21
- 0.28%
$192.0 - $214.65 $4.03K - $4.51K
7.48K $1.61B
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-998
- 15.28%
$96.73 - $137.09 $96.5K - $137K
5.54K $733M
LITE
Lumentum Holdings Inc.

Technology
-914
- 24.04%
$90.44 - $171.5 $82.7K - $157K
2.89K $470M
Activity Summary
Buys All Purchases 195 New Holdings 30 Increased Positions 165 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Legacy Capital Group California, Inc. Portfolio

Follow Legacy Capital Group California, 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 Capital Group California, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Group California, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email