Larson Financial Group’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.7K | Buy |
593
+263
| +80% | +$16.3K | ﹤0.01% | 1192 |
|
|
2025
Q1 | $17.3K | Buy |
330
+60
| +22% | +$3.15K | ﹤0.01% | 1410 |
|
|
2024
Q4 | $15.5K | Buy |
+270
| New | +$15.5K | ﹤0.01% | 1315 |
|
|
2024
Q1 | – | Sell |
-120
| Closed | -$4.81K | – | 1801 |
|
|
2023
Q4 | $4.81K | Sell |
120
-91
| -43% | -$3.65K | ﹤0.01% | 1190 |
|
|
2023
Q3 | $6.6K | Buy |
211
+91
| +76% | +$2.85K | ﹤0.01% | 1108 |
|
|
2023
Q2 | $4.04K | Hold |
120
| – | – | ﹤0.01% | 1142 |
|
|
2023
Q1 | $3.91K | Hold |
120
| – | – | ﹤0.01% | 1134 |
|
|
2022
Q4 | $3.78K | Sell |
120
-28
| -19% | -$881 | ﹤0.01% | 1083 |
|
|
2022
Q3 | $5K | Hold |
148
| – | – | ﹤0.01% | 945 |
|
|
2022
Q2 | $5K | Buy |
+148
| New | +$5K | ﹤0.01% | 863 |
|
|
2020
Q4 | – | Sell |
-181
| Closed | -$5K | – | 754 |
|
|
2020
Q3 | $5K | Hold |
181
| – | – | ﹤0.01% | 519 |
|
|
2020
Q2 | $5K | Buy |
+181
| New | +$5K | ﹤0.01% | 472 |
|