Legacy Financial Advisors, Inc. Closed Holding Positions

Legacy Financial Advisors, Inc.

  • $515 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Crane CO Com
Q2 2022 Filed on Aug 08, 2022
4,508
N/A
FIS
Fidelity National Information Services, Inc.

Technology
Q2 2022 Filed on Aug 08, 2022
2,710
$90.7 - $106.19 $246K - $288K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q2 2022 Filed on Aug 08, 2022
1,975
$90.98 - $107.0 $180K - $211K
Peoples Bk Bridgeport Cn
Q2 2022 Filed on Aug 08, 2022
18,378
N/A
ERIC
Ericsson Lm Telephone CO

Technology
Q2 2022 Filed on Aug 08, 2022
10,633
$7.3 - $9.66 $77.6K - $103K
VST
Vistra Corp.

Utilities
Q2 2022 Filed on Aug 08, 2022
15,000
$22.42 - $27.39 $336K - $411K
IDEV
Ishares Core Msci Intl Develop

ETFs
Q2 2022 Filed on Aug 08, 2022
3,424
$52.99 - $64.46 $181K - $221K
Investors Bancorp Inc New Com
Q2 2022 Filed on Aug 08, 2022
25,498
N/A
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
Q2 2022 Filed on Aug 08, 2022
8,530
$68.33 - $73.94 $583K - $631K
BTEK
Blackrock ETF Tr Future Tech E

ETFs
Q2 2022 Filed on Aug 08, 2022
28,635
$18.27 - $27.76 $523K - $795K
Invesco Mortgage Capital Inc Com
Q2 2022 Filed on Aug 08, 2022
27,476
N/A
ORCC
Owl Rock Capital Corp

Financial Services
Q2 2022 Filed on Aug 08, 2022
19,552
$12.24 - $15.19 $239K - $297K
HDV
Ishares Core High Dividend ETF

ETFs
Q2 2022 Filed on Aug 08, 2022
3,342
$97.13 - $109.92 $325K - $367K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q2 2022 Filed on Aug 08, 2022
7,052
$75.41 - $102.47 $532K - $723K
UCO
Pro Shares Trust Ii

ETFs
Q2 2022 Filed on Aug 08, 2022
3,000
$37.81 - $55.49 $113K - $166K
HMOP
Hartford Fds Exchange Traded T

ETFs
Q1 2022 Filed on May 04, 2022
5,007
$39.19 - $41.84 $196K - $209K
Cimarex Energy CO
Q4 2021 Filed on Feb 04, 2022
2,539
N/A
AEZS
Aeterna Zentaris Inc.

Healthcare
Q4 2021 Filed on Feb 04, 2022
18,000
$0.36 - $0.77 $6.48K - $13.9K
General Electric CO Com
Q3 2021 Filed on Oct 26, 2021
36,256
N/A
MHK
Mohawk Industries Inc

Consumer Cyclical
Q2 2021 Filed on Jul 21, 2021
1,325
$180.66 - $229.74 $239K - $304K
Cerner Corp
Q1 2021 Filed on Apr 28, 2021
2,593
N/A
IEMG
Ishares Inc

ETFs
Q1 2021 Filed on Apr 28, 2021
16,791
$62.41 - $69.46 $1.05M - $1.17M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q1 2021 Filed on Apr 28, 2021
4,694
$81.34 - $87.82 $382K - $412K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
Q1 2021 Filed on Apr 28, 2021
14,272
$26.68 - $28.24 $381K - $403K
HTRB
Hartford Fds Total Return Bd E

ETFs
Q1 2021 Filed on Apr 28, 2021
307,850
$40.12 - $41.83 $12.4M - $12.9M
GOLD
Barrick Gold Corp

Basic Materials
Q4 2020 Filed on Feb 02, 2021
8,861
$22.44 - $29.32 $199K - $260K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
Q4 2020 Filed on Feb 02, 2021
11,859
$19.85 - $22.51 $235K - $267K
PRA
Proassurance Corp

Financial Services
Q4 2020 Filed on Feb 02, 2021
10,000
$13.62 - $18.76 $136K - $188K
COTY
Coty Inc.

Consumer Defensive
Q4 2020 Filed on Feb 02, 2021
30,467
$2.85 - $7.75 $86.8K - $236K
L
Loews Corp

Financial Services
Q3 2020 Filed on Nov 09, 2020
12,556
$32.82 - $38.61 $412K - $485K
WPC
W. P. Carey Inc.

Real Estate
Q3 2020 Filed on Nov 09, 2020
30,726
$63.15 - $73.44 $1.94M - $2.26M
WY
Weyerhaeuser CO

Real Estate
Q3 2020 Filed on Nov 09, 2020
12,023
$22.2 - $30.89 $267K - $371K
ABB
Abb LTD

Industrials
Q2 2020 Filed on Aug 07, 2020
18,771
$16.47 - $22.56 $309K - $423K
BAM
Brookfield Asset Management Inc.

Financial Services
Q2 2020 Filed on Aug 07, 2020
17,577
$27.75 - $37.71 $488K - $663K
Hd Supply Hldgs Inc Com
Q2 2020 Filed on Aug 07, 2020
12,856
N/A
Royal Dutch Shell PLC Spon Adr B
Q2 2020 Filed on Aug 07, 2020
10,726
N/A
EQC
Equity Commonwealth

Real Estate
Q2 2020 Filed on Aug 07, 2020
13,835
$31.25 - $34.64 $432K - $479K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q1 2020 Filed on May 12, 2020
11,624
$35.18 - $83.45 $409K - $970K
BK
Bank Of New York Mellon Corp

Financial Services
Q1 2020 Filed on May 12, 2020
5,767
$27.49 - $51.48 $159K - $297K
HHC
Howard Hughes Corp

Real Estate
Q1 2020 Filed on May 12, 2020
4,070
$37.44 - $129.35 $152K - $526K
LBTYK
Liberty Global PLC

Communication Services
Q1 2020 Filed on May 12, 2020
32,971
$14.75 - $21.6 $486K - $712K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q1 2020 Filed on May 12, 2020
34,826
$91.44 - $91.66 $3.18M - $3.19M
United Technologies Corp Com
Q1 2020 Filed on May 12, 2020
1,617
N/A
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q1 2020 Filed on May 12, 2020
18,382
$34.02 - $40.94 $625K - $753K
GBIL
Goldman Sachs Access Treasury

ETFs
Q1 2020 Filed on May 12, 2020
19,968
$100.17 - $100.81 $2M - $2.01M
Bb&T Corp Com
Q4 2019 Filed on Jan 27, 2020
42,918
N/A
IWM
Ishares Russell 2000 ETF

ETFs
Q4 2019 Filed on Jan 27, 2020
1,456
$146.46 - $166.68 $213K - $243K
RGLD
Royal Gold Inc

Basic Materials
Q4 2019 Filed on Jan 27, 2020
7,018
$109.48 - $131.0 $768K - $919K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
Q4 2019 Filed on Jan 27, 2020
2,444
$47.88 - $52.39 $117K - $128K
Track This Portfolio

Track Legacy Financial Advisors, Inc. Portfolio

Follow Legacy Financial Advisors, 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 Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email