Larson Financial Group’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
866
+83
| +11% | +$37.1K | 0.02% | 497 |
|
|
2025
Q1 | $356K | Buy |
783
+167
| +27% | +$75.9K | 0.02% | 478 |
|
|
2024
Q4 | $296K | Sell |
616
-1
| -0.2% | -$480 | 0.02% | 480 |
|
|
2024
Q3 | $284K | Buy |
617
+170
| +38% | +$78.2K | 0.02% | 483 |
|
|
2024
Q2 | $183K | Buy |
447
+47
| +12% | +$19.2K | 0.01% | 497 |
|
|
2024
Q1 | $182K | Buy |
400
+222
| +125% | +$101K | 0.01% | 432 |
|
|
2023
Q4 | $84.9K | Buy |
178
+86
| +93% | +$41K | 0.01% | 526 |
|
|
2023
Q3 | $40.2K | Buy |
92
+82
| +820% | +$35.9K | ﹤0.01% | 670 |
|
|
2023
Q2 | $4.01K | Hold |
10
| – | – | ﹤0.01% | 1146 |
|
|
2023
Q1 | $4.15K | Hold |
10
| – | – | ﹤0.01% | 1121 |
|
|
2022
Q4 | $4.01K | Hold |
10
| – | – | ﹤0.01% | 1074 |
|
|
2022
Q3 | $4K | Hold |
10
| – | – | ﹤0.01% | 988 |
|
|
2022
Q2 | $4K | Buy |
+10
| New | +$4K | ﹤0.01% | 897 |
|