LFG
MDC

Larson Financial Group’s M.D.C. Holdings, Inc. MDC Stock Holding History

Larson Financial Group’s Portfolio MDC Stock Details MDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,904
Closed -$246K – 2513
2024
Q1 		$246K Buy
+3,904
New +$238K 0.02% 352
2023
Q4 		– Sell
-5,252
Closed -$217K – 1918
2023
Q3 		$217K Sell
5,252
-2,915
-36% -$136K 0.02% 307
2023
Q2 		$382K Sell
8,167
-87
-1% -$3.62K 0.04% 225
2023
Q1 		$321K Buy
8,254
+1,402
+20% +$51.8K 0.03% 251
2022
Q4 		$217K Buy
+6,852
New +$212K 0.03% 289

Other funds holding MDC

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Larson Financial Group's MDC Position: Q2 2024 in Review

Larson Financial Group sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 3,904 shares — an estimated $246K sold.

Larson Financial Group first reported a position in MDC in Q4 2022 and held it in 5 quarters. The position peaked at $382K in Q2 2023. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Larson Financial Group reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Larson Financial Group sold 3,904 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $246K.
  • Larson Financial Group first reported a position in M.D.C. Holdings, Inc. in Q4 2022 and held it in 5 quarters.
  • Larson Financial Group's M.D.C. Holdings, Inc. position peaked at $382K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Larson Financial Group's 13F filing for Q2 2024, filed 2 Aug 2024.