Independent Advisor Alliance’s Logility Supply Chain Solutions, Inc. Common Stock LGTY Stock Holding History

Independent Advisor Alliance’s Portfolio LGTY Stock Details LGTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-447,493	Closed	-$6.38M	–	937
2025 Q1	$6.38M	Buy	447,493 +5,684	+1%	+$76K	0.21%	80
2024 Q4	$4.9M	Hold	441,809	–	–	0.06%	274
2024 Q3	$4.94M	Buy	441,809 +15,146	+4%	+$157K	0.18%	98
2024 Q2	$3.9M	Buy	426,663 +309,740	+265%	+$3.16M	0.13%	132
2024 Q1	$1.34M	Hold	116,923	–	–	0.05%	275
2023 Q4	$1.32M	Buy	116,923 +3,320	+3%	+$35.7K	0.05%	268
2023 Q3	$1.3M	Buy	113,603 +1,756	+2%	+$19.5K	0.06%	254
2023 Q2	$1.18M	Buy	111,847 +5,254	+5%	+$63.3K	0.05%	277
2023 Q1	$1.34M	Buy	106,593 +6,000	+6%	+$84.4K	0.06%	248
2022 Q4	$1.48K	Buy	+100,593	New	+$1.54M	﹤0.01%	274

Other funds holding LGTY

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Independent Advisor Alliance's LGTY Position: Q2 2025 in Review

Independent Advisor Alliance sold out of Logility Supply Chain Solutions, Inc. Common Stock (LGTY) in Q2 2025, closing a stake of 447,493 shares — an estimated $6.38M sold.

Independent Advisor Alliance first reported a position in LGTY in Q4 2022 and held it in 10 quarters. The position peaked at $6.38M in Q1 2025. 2 funds tracked by Wall St. Rank hold LGTY as of Q2 2025.

Independent Advisor Alliance reported no remaining Logility Supply Chain Solutions, Inc. Common Stock position as of Q2 2025 after selling out during the quarter.
Independent Advisor Alliance sold 447,493 Logility Supply Chain Solutions, Inc. Common Stock shares in Q2 2025, an estimated $6.38M.
Independent Advisor Alliance first reported a position in Logility Supply Chain Solutions, Inc. Common Stock in Q4 2022 and held it in 10 quarters.
Independent Advisor Alliance's Logility Supply Chain Solutions, Inc. Common Stock position peaked at $6.38M in Q1 2025.
2 funds tracked by Wall St. Rank held Logility Supply Chain Solutions, Inc. Common Stock as of Q2 2025.

Based on Independent Advisor Alliance's 13F filing for Q2 2025, filed 11 Aug 2025.