Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s AMES National ATLO Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio ATLO Stock Details ATLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-500
Closed -$8.29K – 63
2023
Q3 		$8.29K Buy
+500
New +$9.2K ﹤0.01% 348

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Legacy Financial Group (Iowa)'s ATLO Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of AMES National (ATLO) in Q4 2023, closing a stake of 500 shares — an estimated $8.29K sold.

Legacy Financial Group (Iowa) first reported a position in ATLO in Q3 2023 and held it in 1 quarter. The position peaked at $8.29K in Q3 2023. 54 funds tracked by Wall St. Rank hold ATLO as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining AMES National position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 500 AMES National shares in Q4 2023, an estimated $8.29K.
  • Legacy Financial Group (Iowa) first reported a position in AMES National in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s AMES National position peaked at $8.29K in Q3 2023.
  • 54 funds tracked by Wall St. Rank held AMES National as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.