LFGO
Legacy Financial Group (Oklahoma)’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
+1,716
| New | +$213K | 0.06% | 79 |
|
|
2025
Q1 | – | Sell |
-1,823
| Closed | -$203K | – | 86 |
|
|
2024
Q4 | $203K | Sell |
1,823
-587
| -24% | -$65.4K | 0.07% | 83 |
|
|
2024
Q3 | $232K | Buy |
2,410
+53
| +2% | +$5.1K | 0.08% | 72 |
|
|
2024
Q2 | $234K | Sell |
2,357
-5
| -0.2% | -$496 | 0.09% | 63 |
|
|
2024
Q1 | $289K | Sell |
2,362
-123
| -5% | -$15K | 0.11% | 56 |
|
|
2023
Q4 | $224K | Buy |
+2,485
| New | +$224K | 0.1% | 66 |
|
|
2023
Q3 | – | Sell |
-2,398
| Closed | -$214K | – | 70 |
|
|
2023
Q2 | $214K | Sell |
2,398
-153
| -6% | -$13.7K | 0.11% | 68 |
|
|
2023
Q1 | $255K | Sell |
2,551
-363
| -12% | -$36.3K | 0.14% | 51 |
|
|
2022
Q4 | $253K | Buy |
+2,914
| New | +$253K | 0.16% | 50 |
|