Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Procter & Gamble PG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$243K Buy
1,528
+98
+7% +$15.6K 0.03% 106
2025
Q1
$244K Sell
1,430
-90
-6% -$15.3K 0.04% 99
2024
Q4
$255K Buy
+1,520
New +$255K 0.04% 98
2024
Q3
Sell
-1,557
Closed -$257K 90
2024
Q2
$257K Sell
1,557
-110
-7% -$18.1K 0.05% 91
2024
Q1
$270K Buy
+1,667
New +$270K 0.05% 85
2023
Q4
Sell
-1,756
Closed -$256K 379
2023
Q3
$256K Buy
+1,756
New +$256K 0.06% 83