HIW
LGCY

Holos Integrated Wealth’s Legacy Education Inc. LGCY Stock Holding History

Holos Integrated Wealth’s Portfolio LGCY Stock Details LGCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.9M Sell
1,003,353
-16,000
-2% -$174K 6.56% 4
2025
Q1 		$7.31M Buy
1,019,353
+719,353
+240% +$5.16M 4.79% 5
2024
Q4 		$2.5M Buy
+300,000
New +$2.5M 1.71% 17