Larson Financial Group’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Sell |
178
-34
| -16% | -$19.6K | ﹤0.01% | 834 |
|
|
2025
Q1 | $120K | Buy |
212
+167
| +371% | +$94.5K | 0.01% | 748 |
|
|
2024
Q4 | $27K | Sell |
45
-62
| -58% | -$37.2K | ﹤0.01% | 1098 |
|
|
2024
Q3 | $62.4K | Buy |
107
+26
| +32% | +$15.2K | ﹤0.01% | 837 |
|
|
2024
Q2 | $39K | Hold |
81
| – | – | ﹤0.01% | 870 |
|
|
2024
Q1 | $45.4K | Sell |
81
-19
| -19% | -$10.7K | ﹤0.01% | 709 |
|
|
2023
Q4 | $56.6K | Buy |
100
+71
| +245% | +$40.2K | ﹤0.01% | 618 |
|
|
2023
Q3 | $14.9K | Buy |
29
+7
| +32% | +$3.59K | ﹤0.01% | 892 |
|
|
2023
Q2 | $10.3K | Hold |
22
| – | – | ﹤0.01% | 921 |
|
|
2023
Q1 | $12.3K | Hold |
22
| – | – | ﹤0.01% | 866 |
|
|
2022
Q4 | $10.2K | Hold |
22
| – | – | ﹤0.01% | 854 |
|
|
2022
Q3 | $9K | Hold |
22
| – | – | ﹤0.01% | 819 |
|
|
2022
Q2 | $9K | Buy |
+22
| New | +$9K | ﹤0.01% | 752 |
|