Larson Financial Group’s City Office REIT CIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,000
| Closed | -$14K | – | 3662 |
|
|
2025
Q4 | $14K | Hold |
2,000
| – | – | ﹤0.01% | 1929 |
|
|
2025
Q3 | $13.9K | Hold |
2,000
| – | – | ﹤0.01% | 1844 |
|
|
2025
Q2 | $10.7K | Hold |
2,000
| – | – | ﹤0.01% | 1784 |
|
|
2025
Q1 | $10.4K | Hold |
2,000
| – | – | ﹤0.01% | 1626 |
|
|
2024
Q4 | $11K | Hold |
2,000
| – | – | ﹤0.01% | 1449 |
|
|
2024
Q3 | $11.7K | Buy |
+2,000
| New | +$11.3K | ﹤0.01% | 1419 |
|
|
2020
Q3 | – | Sell |
-2,671
| Closed | -$27K | – | 740 |
|
|
2020
Q2 | $27K | Buy |
2,671
+38
| +1% | +$351 | 0.01% | 254 |
|
|
2020
Q1 | $19K | Buy |
2,633
+38
| +1% | +$451 | 0.01% | 229 |
|
|
2019
Q4 | $35K | Buy |
2,595
+38
| +1% | +$507 | 0.02% | 173 |
|
|
2019
Q3 | $37K | Buy |
2,557
+41
| +2% | +$536 | 0.02% | 172 |
|
|
2019
Q2 | $30K | Buy |
2,516
+341
| +16% | +$4.02K | 0.02% | 155 |
|
|
2019
Q1 | $25K | Buy |
2,175
+37
| +2% | +$422 | 0.02% | 156 |
|
|
2018
Q4 | $22K | Buy |
+2,138
| New | +$23.9K | 0.02% | 150 |
|