Legacy Financial Group (Oklahoma)’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Sell
228
-17
-7% -$16.8K 0.07% 76
2025
Q1
$232K Sell
245
-4
-2% -$3.78K 0.07% 73
2024
Q4
$228K Sell
249
-2
-0.8% -$1.83K 0.07% 78
2024
Q3
$219K Buy
+251
New +$219K 0.07% 76