LFGO
Legacy Financial Group (Oklahoma)’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.95M | Sell |
38,750
-1,078
| -3% | -$221K | 2.35% | 14 |
|
|
2025
Q1 | $8.85M | Sell |
39,828
-238
| -0.6% | -$52.9K | 2.84% | 13 |
|
|
2024
Q4 | $10M | Buy |
40,066
+4,154
| +12% | +$1.04M | 3.23% | 12 |
|
|
2024
Q3 | $8.11M | Buy |
35,912
+1,400
| +4% | +$316K | 2.76% | 13 |
|
|
2024
Q2 | $7.27M | Sell |
34,512
-468
| -1% | -$98.6K | 2.75% | 13 |
|
|
2024
Q1 | $6M | Sell |
34,980
-1,351
| -4% | -$232K | 2.36% | 15 |
|
|
2023
Q4 | $6.99M | Sell |
36,331
-950
| -3% | -$183K | 3.05% | 11 |
|
|
2023
Q3 | $6.38M | Sell |
37,281
-233
| -0.6% | -$39.9K | 3.15% | 11 |
|
|
2023
Q2 | $7.28M | Buy |
37,514
+54
| +0.1% | +$10.5K | 3.63% | 10 |
|
|
2023
Q1 | $6.18M | Sell |
37,460
-375
| -1% | -$61.8K | 3.42% | 10 |
|
|
2022
Q4 | $4.92M | Buy |
+37,835
| New | +$4.92M | 3.03% | 14 |
|