Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Keurig Dr Pepper KDP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$285K Hold
8,619
0.04% 98
2025
Q1
$295K Hold
8,619
0.05% 92
2024
Q4
$277K Buy
+8,619
New +$277K 0.04% 94
2024
Q3
Sell
-8,619
Closed -$288K 79
2024
Q2
$288K Hold
8,619
0.06% 87
2024
Q1
$264K Buy
+8,619
New +$264K 0.05% 86
2023
Q4
Sell
-8,618
Closed -$272K 290
2023
Q3
$272K Buy
+8,618
New +$272K 0.06% 79