Legacy Capital Group California, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 22, 2024
Value $
$277M
Signature - Title
Lonny Elfenbein - Compliance Consultant
Location
459 Monterey Avenue, Suite 100, Los Gatos, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 307 $277M +$38.2M -$34.9M +$3.29M AAPL, JPST, MSFT, BIL, JAAA 13F-HR 7/22/2024, 02:00 PM
Q1 2024 300 $271M +$44M -$43.9M +$94.2K AAPL, JPST, MSFT, JAAA, FLRN 13F-HR 5/7/2024, 04:06 PM
Q4 2023 272 $259M +$52.3M -$47.1M +$5.13M AAPL, JPST, BIL, MSFT, JAAA Restatement 2/13/2024, 04:13 PM
Q3 2023 267 $233M +$33.1M -$34.1M -$1.04M AAPL, JPST, BIL, JAAA, FLRN 13F-HR 11/6/2023, 12:26 PM
Q2 2023 262 $243M +$76.9M -$45.1M +$31.8M AAPL, JPST, BIL, SPY, JAAA 13F-HR 8/10/2023, 11:18 AM
Q1 2023 238 $205M $0 $0 AAPL, BIL, JAAA, FLRN, SPSB 13F-HR 5/11/2023, 09:45 AM