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Larson Financial Group’s Middlesex Water MSEX Stock Holding History

Larson Financial Group’s Portfolio MSEX Stock Details MSEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.2K Sell
62
-4
-6% -$211 ﹤0.01% 2796
2025
Q4 		$3.34K Buy
66
+8
+14% +$430 ﹤0.01% 2626
2025
Q3 		$3.13K Buy
58
+46
+383% +$2.46K ﹤0.01% 2526
2025
Q2 		$650 Buy
12
+3
+33% +$178 ﹤0.01% 2781
2025
Q1 		$577 Hold
9
– – ﹤0.01% 2539
2024
Q4 		$474 Buy
9
+5
+125% +$314 ﹤0.01% 2214
2024
Q3 		$261 Hold
4
– – ﹤0.01% 2292
2024
Q2 		$209 Buy
+4
New +$208 ﹤0.01% 2049

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