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Legacy Financial Strategies’s Transocean RIG Stock Holding History

Legacy Financial Strategies’s Portfolio RIG Stock Details RIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,924
Closed -$43.1K – 125
2024
Q4 		$43.1K Hold
10,924
– – 0.01% 119
2024
Q3 		$46.4K Hold
10,924
– – 0.01% 115
2024
Q2 		$56.6K Sell
10,924
-281
-3% -$1.62K 0.01% 98
2024
Q1 		$70.4K Hold
11,205
– – 0.02% 90
2023
Q4 		$71.2K Hold
11,205
– – 0.02% 81
2023
Q3 		$74.7K Hold
11,205
– – 0.02% 73
2023
Q2 		$78.5K Hold
11,205
– – 0.03% 78
2023
Q1 		$71.3K Hold
11,205
– – 0.03% 71
2022
Q4 		$51.1K Hold
11,205
– – 0.02% 71
2022
Q3 		$28K Hold
11,205
– – 0.01% 62
2022
Q2 		$37K Hold
11,205
– – 0.02% 63
2022
Q1 		$51K Hold
11,205
– – 0.02% 66
2021
Q4 		$31K Hold
11,205
– – 0.01% 63
2021
Q3 		$42K Hold
11,205
– – 0.02% 62
2021
Q2 		$51K Sell
11,205
-500
-4% -$1.9K 0.02% 62
2021
Q1 		$42K Buy
11,705
+500
+4% +$1.74K 0.02% 63
2020
Q4 		$26K Hold
11,205
– – 0.01% 65
2020
Q3 		$9K Hold
11,205
– – 0.01% 61
2020
Q2 		$21K Buy
+11,205
New +$17.4K 0.02% 58

Other funds holding RIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PGA
Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Legacy Financial Strategies's RIG Position: Q1 2025 in Review

Legacy Financial Strategies sold out of Transocean (RIG) in Q1 2025, closing a stake of 10,924 shares — an estimated $43.1K sold.

Legacy Financial Strategies first reported a position in RIG in Q2 2020 and held it in 19 quarters. The position peaked at $78.5K in Q2 2023. 411 funds tracked by Wall St. Rank hold RIG as of Q1 2025.

  • Legacy Financial Strategies reported no remaining Transocean position as of Q1 2025 after selling out during the quarter.
  • Legacy Financial Strategies sold 10,924 Transocean shares in Q1 2025, an estimated $43.1K.
  • Legacy Financial Strategies first reported a position in Transocean in Q2 2020 and held it in 19 quarters.
  • Legacy Financial Strategies's Transocean position peaked at $78.5K in Q2 2023.
  • 411 funds tracked by Wall St. Rank held Transocean as of Q1 2025.

Based on Legacy Financial Strategies's 13F filing for Q1 2025, filed 8 Apr 2025.