Larson Financial Group’s Cornerstone Strategic Value Fund CLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $95.9K | Buy |
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|
2025
Q2 | $82.2K | Buy |
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|
2025
Q1 | $49.3K | Buy |
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|
2024
Q4 | $50.4K | Sell |
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|
2024
Q3 | $52K | Buy |
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|
2024
Q2 | $34.4K | Buy |
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|
2024
Q1 | $32.2K | Buy |
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|
2023
Q4 | $29.5K | Sell |
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|
2023
Q3 | $35.2K | Buy |
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|
2023
Q2 | $34.4K | Buy |
|
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|
2023
Q1 | $24.1K | Hold |
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|
2022
Q4 | $22.8K | Hold |
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|
2022
Q3 | $27K | Hold |
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|
2022
Q2 | $27K | Buy |
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|
2022
Q1 | $37K | Buy |
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|
2021
Q4 | $21K | Buy |
|