Larson Financial Group’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
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|
2025
Q1 | $356K | Buy |
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|
2024
Q4 | $296K | Sell |
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|
2024
Q3 | $284K | Buy |
|
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|
2024
Q2 | $183K | Buy |
|
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|
2024
Q1 | $182K | Buy |
|
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|
2023
Q4 | $84.9K | Buy |
|
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|
2023
Q3 | $40.2K | Buy |
|
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|
2023
Q2 | $4.01K | Hold |
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|
2023
Q1 | $4.15K | Hold |
|
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|
2022
Q4 | $4.01K | Hold |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $4K | Buy |
|