Larson Financial Group’s Healthcare Realty HR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.15K	Buy	421 +5	+1%	+$88	﹤0.01%	2423
2025 Q4	$7.04K	Buy	416 +6	+1%	+$107	﹤0.01%	2313
2025 Q3	$7.39K	Buy	410 +6	+1%	+$101	﹤0.01%	2182
2025 Q2	$6.42K	Buy	404 +8	+2%	+$122	﹤0.01%	1992
2025 Q1	$6.69K	Buy	396 +7	+2%	+$116	﹤0.01%	1791
2024 Q4	$6.59K	Sell	389 -193	-33%	-$3.39K	﹤0.01%	1595
2024 Q3	$10.6K	Buy	582 +10	+2%	+$177	﹤0.01%	1462
2024 Q2	$9.43K	Buy	+572	New	+$8.75K	﹤0.01%	1285
2022 Q4	–	Sell	-40,014	Closed	-$834K	–	1518
2022 Q3	$834K	Buy	40,014 +39,440	+6,871%	+$1M	0.12%	141
2022 Q2	$16K	Sell	574 -39	-6%	-$1.16K	﹤0.01%	597
2022 Q1	$19K	Hold	613	–	–	﹤0.01%	537
2021 Q4	$20K	Hold	613	–	–	﹤0.01%	538
2021 Q3	$18K	Hold	613	–	–	﹤0.01%	488
2021 Q2	$16K	Hold	613	–	–	﹤0.01%	477
2021 Q1	$17K	Hold	613	–	–	0.01%	440
2020 Q4	$17K	Hold	613	–	–	0.01%	400
2020 Q3	$16K	Sell	613 -37	-6%	-$971	0.01%	363
2020 Q2	$17K	Buy	650 +613	+1,657%	+$15.7K	0.01%	302
2020 Q1	$1K	Hold	37	–	–	﹤0.01%	484
2019 Q4	$1K	Hold	37	–	–	﹤0.01%	514
2019 Q3	$1K	Hold	37	–	–	﹤0.01%	488
2019 Q2	$1K	Hold	37	–	–	﹤0.01%	440
2019 Q1	$1K	Hold	37	–	–	﹤0.01%	433
2018 Q4	$1K	Buy	+37	New	+$980	﹤0.01%	411