Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s NVIDIA NVDA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$857K Buy
5,426
+785
+17% +$124K 0.12% 57
2025
Q1
$503K Sell
4,641
-134
-3% -$14.5K 0.08% 74
2024
Q4
$641K Buy
+4,775
New +$641K 0.1% 64
2024
Q3
Sell
-3,430
Closed -$424K 86
2024
Q2
$424K Buy
3,430
+3,160
+1,170% +$390K 0.08% 73
2024
Q1
$244K Buy
+270
New +$244K 0.05% 91
2023
Q4
Sell
-233
Closed -$101K 355
2023
Q3
$101K Buy
+233
New +$101K 0.02% 129