Number of Shares
2,027
Previous 2,012 0.75%
Holding current value
$634 Million
Previous $536 Million 18.27%
% of portfolio
0.21%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
N/A
15 Added 0.75%
2,027 $634 Million
Q2 2024

Jul 22, 2024

SELL
N/A
-9 Reduced 0.45%
2,012 $536 Million
Q1 2024

May 07, 2024

BUY
N/A
2,021 New
2,021 $624 Million
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.