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 | 81369Y506 Common stock | $2.9K | +48 +1.04% | 4,654 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 464287648 Common stock | $2.8K | +9 +0.23% | 3,842 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Schwab Charles Corp Common stock | $-2.8K | -30 -0.38% | 7,815 0.02% of portfolio | low |
| Q1 2026 as of | Add | CrowdStrike Holdings, Inc. Common stock | $2.7K | +7 +0.79% | 892 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 464287721 Common stock | $-2.7K | -15 -0.13% | 11,679 0.07% of portfolio | low |
| Q1 2026 as of | Trim | 92203J407 Common stock | $-2.6K | -54 -0.15% | 35,044 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 92204A603 Common stock | $-2.5K | -8 -0.44% | 1,800 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Valero Energy Corp Common stock | $-2.5K | -10 -0.07% | 15,037 0.12% of portfolio | low |
| Q1 2026 as of | Add | Fifth Third Bancorp Common stock | $2.4K | +51 +0.53% | 9,681 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Csw Industrials, Inc. Common stock | $-2.1K | -8 -0.04% | 19,889 0.16% of portfolio | low |
| Q1 2026 as of | Trim | Aflac Inc Common stock | $-2.0K | -18 -0.20% | 9,209 0.03% of portfolio | low |
| Q1 2026 as of | Add | Edwards Lifesciences Corp Common stock | $1.9K | +24 +0.71% | 3,413 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 464287481 Common stock | $1.7K | +13 +0.26% | 4,964 0.02% of portfolio | low |
| Q1 2026 as of | Add | Corteva, Inc. Common stock | $1.5K | +18 +0.43% | 4,239 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Mondelez International, Inc. Common stock | $-1.4K | -25 -0.21% | 11,997 0.02% of portfolio | low |
| Q1 2026 as of | Add | 464287507 Common stock | $1.4K | +20 +0.18% | 11,011 0.02% of portfolio | low |
| Q1 2026 as of | Add | Delta Air Lines, Inc. Common stock | $1.1K | +17 +0.53% | 3,244 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Idexx Laboratories Inc /De Common stock | $1.1K | +2 +0.52% | 384 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Concentrix Corp Common stock | $1.1K | +41 +0.03% | 137,229 0.12% of portfolio | low |
| Q1 2026 as of | Add | Dollar Tree, Inc. Common stock | $1.1K | +10 +0.53% | 1,885 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 46435U549 Common stock | $-999 | -21 -0.37% | 5,621 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Elevance Health Inc Common stock | $878 | +3 +0.07% | 4,503 0.04% of portfolio | low |
| Q1 2026 as of | Add | Philip Morris International Inc. Common stock | $827 | +5 +0.23% | 2,153 0.01% of portfolio | low |
| Q1 2026 as of | Add | 81369Y209 Common stock | $733 | +5 +0.14% | 3,517 0.02% of portfolio | low |
| Q1 2026 as of | Add | Cardinal Health Inc Common stock | $634 | +3 +0.25% | 1,203 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 3M Co Common stock | $-436 | -3 -0.04% | 6,952 0.03% of portfolio | low |
| Q1 2026 as of | Add | 464287614 Common stock | $426 | +1 +0.05% | 1,828 0.02% of portfolio | low |
| Q1 2026 as of | Add | Emerson Electric Co Common stock | $393 | +3 +0.19% | 1,593 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 464287499 Common stock | $-389 | -4 -0.05% | 7,549 0.02% of portfolio | low |
| Q1 2026 as of | Add | Cisco Systems, Inc. Common stock | $388 | +5 +<0.01% | 350,105 0.86% of portfolio | low |
| Q1 2026 as of | Add | Norfolk Southern Corp Common stock | $287 | +1 +0.08% | 1,206 0.01% of portfolio | low |
| Q1 2026 as of | Add | 56501R106 Common stock | $207 | +6 +0.05% | 11,670 0.01% of portfolio | low |
| Q1 2026 as of | Add | Equifax Inc Common stock | $180 | +1 +0.06% | 1,613 <0.01% of portfolio | low |