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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 : 2023-12-31
  Total Value : $229,247,000
  Total Value Change : $26,598,000
  Securities Held Change : 0
   
All Securities Held : 69
  New Positions : 3
  Closed Positions : 5
  Increased Positions : 29
  Unchanged Positions : 4
  Decreased Positions : 33

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Holdings Found : 4     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 34 - $92.07 $773,000 7,942 0.34% 84,000 0 0.024    Domestic Regional Banks
   (ARKK)1 Year Chart         ARKK Ark Innovation ETF 44 - $45.45 $441,000 8,427 0.19% 107,000 0 0.008    N/A
   (XLK)1 Year Chart         XLK SPDR Technology Sector 56 - $211.82 $262,000 1,363 0.11% 39,000 0 0.001    Closed - End Fund - E...
   (IYY)1 Year Chart         IYY iShares Dow Jones US Total ... 61 - $129.21 $246,000 2,112 0.11% 25,000 0 0.028    Closed - End Fund - E...

      4 Records Found
  1    
Page 1 of 1
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