Larson Financial Group’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $418 | Buy |
7
+2
| +40% | +$119 | ﹤0.01% | 2885 |
|
2025
Q1 | $295 | Sell |
5
-7
| -58% | -$413 | ﹤0.01% | 2681 |
|
2024
Q4 | $742 | Buy |
12
+2
| +20% | +$124 | ﹤0.01% | 2098 |
|
2024
Q3 | $599 | Buy |
10
+5
| +100% | +$300 | ﹤0.01% | 2070 |
|
2024
Q2 | $255 | Buy |
5
+3
| +150% | +$153 | ﹤0.01% | 1997 |
|
2024
Q1 | $110 | Sell |
2
-109
| -98% | -$6K | ﹤0.01% | 1688 |
|
2023
Q4 | $6.22K | Buy |
111
+3
| +3% | +$168 | ﹤0.01% | 1124 |
|
2023
Q3 | $4.5K | Buy |
108
+1
| +0.9% | +$42 | ﹤0.01% | 1202 |
|
2023
Q2 | $4.55K | Hold |
107
| – | – | ﹤0.01% | 1121 |
|
2023
Q1 | $4.63K | Buy |
107
+53
| +98% | +$2.29K | ﹤0.01% | 1103 |
|
2022
Q4 | $3.61K | Buy |
54
+1
| +2% | +$67 | ﹤0.01% | 1095 |
|
2022
Q3 | $4K | Hold |
53
| – | – | ﹤0.01% | 983 |
|
2022
Q2 | $4K | Hold |
53
| – | – | ﹤0.01% | 894 |
|
2022
Q1 | $5K | Buy |
+53
| New | +$5K | ﹤0.01% | 783 |
|