Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Herbalife HLF Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio HLF Stock Details HLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-400
Closed -$5.6K – 225
2023
Q3 		$5.6K Buy
+400
New +$6.05K ﹤0.01% 376

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

Legacy Financial Group (Iowa) sold out of Herbalife (HLF) in Q4 2023, closing a stake of 400 shares — an estimated $5.6K sold.

Legacy Financial Group (Iowa) first reported a position in HLF in Q3 2023 and held it in 1 quarter. The position peaked at $5.6K in Q3 2023. 197 funds tracked by Wall St. Rank hold HLF as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Herbalife position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 400 Herbalife shares in Q4 2023, an estimated $5.6K.
  • Legacy Financial Group (Iowa) first reported a position in Herbalife in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Herbalife position peaked at $5.6K in Q3 2023.
  • 197 funds tracked by Wall St. Rank held Herbalife as of Q4 2023.

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