Institutions / Bragg Financial Advisors, Inc / Activity
Activity — Bragg Financial Advisors, Inc
333 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Exxon Mobil Corp Common stock | $162.0K | +955 +0.76% | 127,255 0.68% of portfolio | low |
| Q1 2026 as of | Add | Home Depot, Inc. Common stock | $159.5K | +485 +0.93% | 52,590 0.55% of portfolio | low |
| Q1 2026 as of | Trim | GE Vernova Inc. Common stock | $-158.9K | -182 -3.06% | 5,764 0.16% of portfolio | low |
| Q1 2026 as of | Trim | Coca Cola Co Common stock | $-154.8K | -2K -2.22% | 89,523 0.22% of portfolio | low |
| Q1 2026 as of | Trim | 921908844 Common stock | $-154.6K | -719 -7.85% | 8,444 0.06% of portfolio | low |
| Q1 2026 as of | Add | AbbVie Inc. Common stock | $148.8K | +684 +0.93% | 74,063 0.51% of portfolio | low |
| Q1 2026 as of | Trim | 780087102 Common stock | $-142.5K | -881 -0.89% | 98,555 0.50% of portfolio | low |
| Q1 2026 as of | Add | Scholastic Corp Common stock | $142.5K | +4K +0.55% | 672,551 0.83% of portfolio | low |
| Q1 2026 as of | Trim | Exelon Corp Common stock | $-138.8K | -3K -6.64% | 39,806 0.06% of portfolio | low |
| Q1 2026 as of | Add | Littelfuse Inc /De Common stock | $134.4K | +396 +0.40% | 100,048 1.07% of portfolio | low |
| Q1 2026 as of | Add | Apple Inc. Common stock | $132.0K | +520 +0.17% | 301,441 2.42% of portfolio | low |
| Q1 2026 as of | Add | 922908363 Common stock | $131.5K | +220 +6.16% | 3,793 0.07% of portfolio | low |
| Q1 2026 as of | Trim | Becton Dickinson & Co Common stock | $-128.5K | -817 -5.76% | 13,378 0.07% of portfolio | low |
| Q1 2026 as of | Add | TJX Cos Inc/The Common stock | $126.0K | +789 +0.61% | 129,436 0.65% of portfolio | low |
| Q1 2026 as of | Add | 46435U853 Common stock | $125.1K | +3K +6.62% | 54,730 0.06% of portfolio | low |
| Q1 2026 as of | Add | Southern Co Common stock | $124.3K | +1K +0.89% | 146,424 0.45% of portfolio | low |
| Q1 2026 as of | Add | 808524870 Common stock | $121.8K | +5K +22.84% | 24,621 0.02% of portfolio | low |
| Q1 2026 as of | Trim | T Rowe Price Group Inc Common stock | $-121.3K | -1K -5.99% | 21,122 0.06% of portfolio | low |
| Q1 2026 as of | Add | 464288414 Common stock | $120.7K | +1K +1.19% | 97,013 0.33% of portfolio | low |
| Q1 2026 as of | Add | 78464A375 Common stock | $119.2K | +4K +21.52% | 20,071 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Darden Restaurants Inc Common stock | $-118.2K | -603 -5.52% | 10,318 0.06% of portfolio | low |
| Q1 2026 as of | Trim | W.w. Grainger, Inc. Common stock | $-105.8K | -97 -3.96% | 2,350 0.08% of portfolio | low |
| Q1 2026 as of | Add | Hershey Co Common stock | $102.5K | +493 +2.63% | 19,210 0.13% of portfolio | low |
| Q1 2026 as of | Trim | 92206C706 Common stock | $-99.5K | -2K -3.12% | 51,899 0.10% of portfolio | low |
| Q1 2026 as of | Add | 72201R866 Common stock | $99.2K | +2K +18.84% | 11,986 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Ameriprise Financial Inc Common stock | $-97.3K | -219 -0.67% | 32,707 0.46% of portfolio | low |
| Q1 2026 as of | Add | Oshkosh Corp Common stock | $96.1K | +653 +0.25% | 257,398 1.20% of portfolio | low |
| Q1 2026 as of | Add | G III Apparel Group Ltd /De Common stock | $96.1K | +3K +0.47% | 735,930 0.64% of portfolio | low |
| Q1 2026 as of | Trim | 921937827 Common stock | $-94.2K | -1K -3.95% | 29,202 0.07% of portfolio | low |
| Q1 2026 as of | Trim | Lowes Companies Inc Common stock | $-89.3K | -378 -1.20% | 31,050 0.23% of portfolio | low |
| Q1 2026 as of | Add | TD SYNNEX Corp Common stock | $87.9K | +521 +0.17% | 314,584 1.68% of portfolio | low |
| Q1 2026 as of | Trim | 92206C771 Common stock | $-87.9K | -2K -2.40% | 76,263 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Caterpillar Inc Common stock | $-87.8K | -124 -2.15% | 5,652 0.13% of portfolio | low |
| Q1 2026 as of | Add | Levi Strauss & Co Common stock | $80.1K | +4K +0.46% | 951,706 0.56% of portfolio | low |
| Q1 2026 as of | Add | Bank of America Corp /De Common stock | $78.3K | +2K +2.71% | 60,895 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Chevron Corp Common stock | $-78.2K | -378 -1.07% | 34,891 0.23% of portfolio | low |
| Q1 2026 as of | Trim | Bristol Myers Squibb Co Common stock | $-77.1K | -1K -4.22% | 28,885 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Coca Cola Consolidated Inc Common stock | $-76.7K | -400 -5.91% | 6,363 0.04% of portfolio | low |
| Q1 2026 as of | Add | Science Applications International Corp Common stock | $68.2K | +719 +0.43% | 168,704 0.51% of portfolio | low |
| Q1 2026 as of | Add | 92206C409 Common stock | $67.3K | +849 +13.72% | 7,039 0.02% of portfolio | low |
| Q1 2026 as of | Add | MSC Industrial Direct Co., Inc. Common stock | $66.9K | +725 +0.26% | 282,261 0.82% of portfolio | low |
| Q1 2026 as of | Add | Agco Corp /De Common stock | $66.2K | +571 +0.24% | 239,740 0.88% of portfolio | low |
| Q1 2026 as of | Add | BALL Corp Common stock | $64.5K | +1K +8.08% | 14,599 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Colgate Palmolive Co Common stock | $-63.6K | -746 -4.88% | 14,554 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Amgen Inc Common stock | $-63.3K | -180 -0.35% | 51,053 0.57% of portfolio | low |
| Q1 2026 as of | Add | 921932505 Common stock | $63.2K | +155 +14.79% | 1,203 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Ingersoll-Rand Inc Common stock | $-60.5K | -755 -3.05% | 23,997 0.06% of portfolio | low |
| Q1 2026 as of | Add | 464285204 Common stock | $59.8K | +678 +15.40% | 5,080 0.01% of portfolio | low |
| Q1 2026 as of | Add | 46432F842 Common stock | $56.8K | +627 +27.39% | 2,916 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Graphic Packaging Holding Co Common stock | $54.2K | +5K +1.43% | 387,928 0.12% of portfolio | low |