Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Standard Lithium SLI Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio SLI Stock Details SLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-390
Closed -$1.1K – 434
2023
Q3 		$1.1K Buy
+390
New +$1.5K ﹤0.01% 512

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Bank of Montreal
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Legacy Financial Group (Iowa)'s SLI Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Standard Lithium (SLI) in Q4 2023, closing a stake of 390 shares — an estimated $1.1K sold.

Legacy Financial Group (Iowa) first reported a position in SLI in Q3 2023 and held it in 1 quarter. The position peaked at $1.1K in Q3 2023. 100 funds tracked by Wall St. Rank hold SLI as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Standard Lithium position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 390 Standard Lithium shares in Q4 2023, an estimated $1.1K.
  • Legacy Financial Group (Iowa) first reported a position in Standard Lithium in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Standard Lithium position peaked at $1.1K in Q3 2023.
  • 100 funds tracked by Wall St. Rank held Standard Lithium as of Q4 2023.

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