Larson Financial Group’s FormulaFolios Smart Growth ETF FFSG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-608
Closed -$19.4K 1926
2023
Q3
$19.4K Buy
608
+171
+39% +$5.58K ﹤0.01% 824
2023
Q2
$14.2K Sell
437
-741
-63% -$23.4K ﹤0.01% 833
2023
Q1
$37.1K Buy
1,178
+796
+208% +$25.1K ﹤0.01% 608
2022
Q4
$11.7K Buy
+382
New +$12.1K ﹤0.01% 818
2022
Q3
Sell
-178
Closed -$5K 1431
2022
Q2
$5K Hold
178
﹤0.01% 884
2022
Q1
$6K Hold
178
﹤0.01% 777
2021
Q4
$7K Buy
+178
New +$6.59K ﹤0.01% 766

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

Larson Financial Group sold out of FormulaFolios Smart Growth ETF (FFSG) in Q4 2023, closing a stake of 608 shares — an estimated $19.4K sold.

Larson Financial Group first reported a position in FFSG in Q4 2021 and held it in 7 quarters. The position peaked at $37.1K in Q1 2023. 0 funds tracked by Wall St. Rank hold FFSG as of Q4 2023.

  • Larson Financial Group reported no remaining FormulaFolios Smart Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Larson Financial Group sold 608 FormulaFolios Smart Growth ETF shares in Q4 2023, an estimated $19.4K.
  • Larson Financial Group first reported a position in FormulaFolios Smart Growth ETF in Q4 2021 and held it in 7 quarters.
  • Larson Financial Group's FormulaFolios Smart Growth ETF position peaked at $37.1K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held FormulaFolios Smart Growth ETF as of Q4 2023.

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