Legacy Financial Group (Iowa)
EOG icon

Legacy Financial Group (Iowa)’s EOG Resources EOG Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio EOG Stock Details EOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-696
Closed -$88.2K – 176
2023
Q3 		$88.2K Buy
+696
New +$88.6K 0.02% 142

Other funds holding EOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Legacy Financial Group (Iowa) sold out of EOG Resources (EOG) in Q4 2023, closing a stake of 696 shares — an estimated $88.2K sold.

Legacy Financial Group (Iowa) first reported a position in EOG in Q3 2023 and held it in 1 quarter. The position peaked at $88.2K in Q3 2023. 1,457 funds tracked by Wall St. Rank hold EOG as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining EOG Resources position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 696 EOG Resources shares in Q4 2023, an estimated $88.2K.
  • Legacy Financial Group (Iowa) first reported a position in EOG Resources in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s EOG Resources position peaked at $88.2K in Q3 2023.
  • 1,457 funds tracked by Wall St. Rank held EOG Resources as of Q4 2023.

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