Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Winnebago Industries WGO Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio WGO Stock Details WGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-205
Closed -$12.2K – 514
2023
Q3 		$12.2K Buy
+205
New +$13.3K ﹤0.01% 323

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Legacy Financial Group (Iowa)'s WGO Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Winnebago Industries (WGO) in Q4 2023, closing a stake of 205 shares — an estimated $12.2K sold.

Legacy Financial Group (Iowa) first reported a position in WGO in Q3 2023 and held it in 1 quarter. The position peaked at $12.2K in Q3 2023. 256 funds tracked by Wall St. Rank hold WGO as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Winnebago Industries position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 205 Winnebago Industries shares in Q4 2023, an estimated $12.2K.
  • Legacy Financial Group (Iowa) first reported a position in Winnebago Industries in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Winnebago Industries position peaked at $12.2K in Q3 2023.
  • 256 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2023.

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