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  Name: BRAGG FINANCIAL ADVISORS INC
  City: CHARLOTTE
  State: NC
  Zip: 28204
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $2,102,417,000
  Total Value Change : $208,593,000
  Securities Held Change : 0
   
All Securities Held : 312
  New Positions : 7
  Closed Positions : 10
  Increased Positions : 118
  Unchanged Positions : 25
  Decreased Positions : 162

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Holdings Found : 10     View All Holdings Currently Viewing:  Closed 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
   (LIN)1 Year Chart         LIN Linde Plc 317 Closed $423.60 $0 0 0% -201,000 -541 0    N/A
   (PSNL)1 Year Chart         PSNL Personalis, Inc. 316 Closed $1.54 $0 0 0% -15,000 -12,644 0    N/A
   (SLB)1 Year Chart         SLB Schlumberger Ltd 322 Closed $47.66 $0 0 0% -213,000 -3,649 0    Oil & Gas Equipment &...
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 315 Closed $75.88 $0 0 0% -323,000 -4,690 0    Closed - End Fund - E...
   (ENOV)1 Year Chart         ENOV Enovis Corp 321 Closed $51.27 $0 0 0% -1,129,000 -21,414 0    N/A
   (CCF)1 Year Chart         CCF Chase Corp 314 Closed $127.49 $0 0 0% -2,284,000 -17,954 0    Paper & Paper Products
   (HNI)1 Year Chart         HNI HNI Corp 320 Closed $42.99 $0 0 0% -839,000 -24,222 0    Business Equipment
   (VMW)1 Year Chart         VMW VMware, Inc. 313 Closed $142.48 $0 0 0% -266,000 -1,600 0    Technical & System So...
   (KKR)1 Year Chart         KKR KKR Financial Holdings LLC 319 Closed $95.01 $0 0 0% -233,000 -3,777 0    Asset Management
   (RYN)1 Year Chart         RYN Rayonier Inc 318 Closed $29.36 $0 0 0% -209,000 -7,342 0    Property Management

      10 Records Found
  1    
Page 1 of 1
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