Larson Financial Group’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Buy |
742
+129
| +21% | +$89.1K | 0.02% | 426 |
|
|
2025
Q1 | $347K | Buy |
613
+117
| +24% | +$66.2K | 0.02% | 483 |
|
|
2024
Q4 | $262K | Buy |
496
+14
| +3% | +$7.4K | 0.01% | 500 |
|
|
2024
Q3 | $266K | Buy |
482
+164
| +52% | +$90.5K | 0.02% | 498 |
|
|
2024
Q2 | $164K | Buy |
+318
| New | +$164K | 0.01% | 527 |
|
|
2021
Q4 | – | Sell |
-62
| Closed | -$21K | – | 1139 |
|
|
2021
Q3 | $21K | Buy |
+62
| New | +$21K | ﹤0.01% | 459 |
|