Larson Financial Group’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2K | Sell |
584
-1,289
| -69% | -$22.6K | ﹤0.01% | 1788 |
|
|
2025
Q1 | $37.9K | Buy |
1,873
+1,024
| +121% | +$20.7K | ﹤0.01% | 1119 |
|
|
2024
Q4 | $17.2K | Buy |
849
+153
| +22% | +$3.1K | ﹤0.01% | 1270 |
|
|
2024
Q3 | $15.9K | Buy |
696
+401
| +136% | +$9.17K | ﹤0.01% | 1288 |
|
|
2024
Q2 | $5.79K | Buy |
295
+232
| +368% | +$4.55K | ﹤0.01% | 1411 |
|
|
2024
Q1 | $1.19K | Buy |
63
+1
| +2% | +$19 | ﹤0.01% | 1424 |
|
|
2023
Q4 | $1.24K | Buy |
62
+4
| +7% | +$80 | ﹤0.01% | 1430 |
|
|
2023
Q3 | $1.07K | Sell |
58
-153
| -73% | -$2.83K | ﹤0.01% | 1481 |
|
|
2023
Q2 | $4.25K | Buy |
211
+154
| +270% | +$3.1K | ﹤0.01% | 1133 |
|
|
2023
Q1 | $1.25K | Buy |
57
+1
| +2% | +$22 | ﹤0.01% | 1317 |
|
|
2022
Q4 | $1.4K | Buy |
+56
| New | +$1.4K | ﹤0.01% | 1243 |
|