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  Name: LEGACY FINANCIAL GROUP INC.
  City: Tulsa
  State: OK
  Zip: 74114
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $254,052,000
  Total Value Change : $24,805,000
  Securities Held Change : 5
   
All Securities Held : 74
  New Positions : 4
  Closed Positions : 1
  Increased Positions : 47
  Unchanged Positions : 5
  Decreased Positions : 18

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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BANF)1 Year Chart         BANF BancFirst Corp 37 - $86.15 $699,000 7,942 0.28% -74,000 0 0.024    Domestic Regional Banks
   (ARKK)1 Year Chart         ARKK Ark Innovation ETF 45 - $42.45 $422,000 8,427 0.17% -19,000 0 0.008    N/A
   (EPD)1 Year Chart         EPD Enterprise Products Partner... 51 - $28.50 $356,000 12,190 0.14% 35,000 0 0.001    Independent Oil & Gas
   (XLK)1 Year Chart         XLK SPDR Technology Sector 57 - $210.16 $284,000 1,363 0.11% 22,000 0 0    Closed - End Fund - E...
   (IYY)1 Year Chart         IYY iShares Dow Jones US Total ... 60 - $128.43 $271,000 2,112 0.11% 25,000 0 0    Closed - End Fund - E...

      5 Records Found
  1    
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