Legacy Financial Group (Oklahoma)’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Sell |
594
-340
| -36% | -$188K | 0.1% | 60 |
|
|
2025
Q1 | $438K | Buy |
934
+53
| +6% | +$24.9K | 0.14% | 50 |
|
|
2024
Q4 | $450K | Buy |
881
+7
| +0.8% | +$3.58K | 0.15% | 51 |
|
|
2024
Q3 | $423K | Buy |
874
+10
| +1% | +$4.84K | 0.14% | 50 |
|
|
2024
Q2 | $414K | Sell |
864
-7
| -0.8% | -$3.35K | 0.16% | 45 |
|
|
2024
Q1 | $387K | Buy |
871
+7
| +0.8% | +$3.11K | 0.15% | 48 |
|
|
2023
Q4 | $354K | Buy |
864
+166
| +24% | +$68K | 0.15% | 49 |
|
|
2023
Q3 | $250K | Sell |
698
-4
| -0.6% | -$1.43K | 0.12% | 57 |
|
|
2023
Q2 | $259K | Buy |
+702
| New | +$259K | 0.13% | 59 |
|