Larson Financial Group’s Formula Folios Hedged Growth ETF FFHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-13,617
Closed -$442K 1928
2023
Q3
$442K Buy
13,617
+223
+2% +$7.37K 0.04% 209
2023
Q2
$441K Sell
13,394
-5,353
-29% -$173K 0.04% 209
2023
Q1
$605K Buy
18,747
+11,303
+152% +$365K 0.07% 182
2022
Q4
$235K Buy
7,444
+6,442
+643% +$204K 0.03% 277
2022
Q3
$30K Sell
1,002
-89
-8% -$2.87K ﹤0.01% 550
2022
Q2
$34K Hold
1,091
0.01% 450
2022
Q1
$38K Hold
1,091
0.01% 422
2021
Q4
$41K Buy
+1,091
New +$40.1K 0.01% 415

Larson Financial Group's FFHG Position: Q4 2023 in Review

Larson Financial Group sold out of Formula Folios Hedged Growth ETF (FFHG) in Q4 2023, closing a stake of 13,617 shares — an estimated $442K sold.

Larson Financial Group first reported a position in FFHG in Q4 2021 and held it in 8 quarters. The position peaked at $605K in Q1 2023. 0 funds tracked by Wall St. Rank hold FFHG as of Q4 2023.

  • Larson Financial Group reported no remaining Formula Folios Hedged Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Larson Financial Group sold 13,617 Formula Folios Hedged Growth ETF shares in Q4 2023, an estimated $442K.
  • Larson Financial Group first reported a position in Formula Folios Hedged Growth ETF in Q4 2021 and held it in 8 quarters.
  • Larson Financial Group's Formula Folios Hedged Growth ETF position peaked at $605K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held Formula Folios Hedged Growth ETF as of Q4 2023.

Based on Larson Financial Group's 13F filing for Q4 2023, filed 1 Feb 2024.