LCGC
SW

Legacy Capital Group California’s Smurfit Westrock plc SW Stock Holding History

Legacy Capital Group California’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$210K Sell
4,864
-1,625
-25% -$70.1K 0.06% 321
2025
Q1 		$292K Buy
6,489
+1,726
+36% +$77.8K 0.1% 231
2024
Q4 		$257K Sell
4,763
-1
-0% -$54 0.08% 269
2024
Q3 		$235K Buy
+4,764
New +$235K 0.08% 283