Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Calix CALX Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio CALX Stock Details CALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-25
Closed -$1.15K – 96
2023
Q3 		$1.15K Buy
+25
New +$1.13K ﹤0.01% 509

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

Legacy Financial Group (Iowa) sold out of Calix (CALX) in Q4 2023, closing a stake of 25 shares — an estimated $1.15K sold.

Legacy Financial Group (Iowa) first reported a position in CALX in Q3 2023 and held it in 1 quarter. The position peaked at $1.15K in Q3 2023. 263 funds tracked by Wall St. Rank hold CALX as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Calix position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 25 Calix shares in Q4 2023, an estimated $1.15K.
  • Legacy Financial Group (Iowa) first reported a position in Calix in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Calix position peaked at $1.15K in Q3 2023.
  • 263 funds tracked by Wall St. Rank held Calix as of Q4 2023.

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