Legacy Financial Group (Iowa)
STXK icon

Legacy Financial Group (Iowa)’s EA Series Trust Strive Small-Cap ETF STXK Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio STXK Stock Details STXK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-342
Closed -$8.62K – 452
2023
Q3 		$8.62K Buy
+342
New +$9.11K ﹤0.01% 343

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SF
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EFG
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EFS
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Osaic Holdings
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Legacy Financial Group (Iowa)'s STXK Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of EA Series Trust Strive Small-Cap ETF (STXK) in Q4 2023, closing a stake of 342 shares — an estimated $8.62K sold.

Legacy Financial Group (Iowa) first reported a position in STXK in Q3 2023 and held it in 1 quarter. The position peaked at $8.62K in Q3 2023. 18 funds tracked by Wall St. Rank hold STXK as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining EA Series Trust Strive Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 342 EA Series Trust Strive Small-Cap ETF shares in Q4 2023, an estimated $8.62K.
  • Legacy Financial Group (Iowa) first reported a position in EA Series Trust Strive Small-Cap ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s EA Series Trust Strive Small-Cap ETF position peaked at $8.62K in Q3 2023.
  • 18 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q4 2023.

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