Larson Financial Group’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $30K | Sell |
800
-541
| -40% | -$20.3K | ﹤0.01% | 1286 |
|
2025
Q1 | $53.7K | Buy |
1,341
+467
| +53% | +$18.7K | ﹤0.01% | 994 |
|
2024
Q4 | $32.3K | Sell |
874
-467
| -35% | -$17.3K | ﹤0.01% | 1043 |
|
2024
Q3 | $55.3K | Buy |
1,341
+541
| +68% | +$22.3K | ﹤0.01% | 870 |
|
2024
Q2 | $29.7K | Hold |
800
| – | – | ﹤0.01% | 946 |
|
2024
Q1 | $28.3K | Hold |
800
| – | – | ﹤0.01% | 816 |
|
2023
Q4 | $27.5K | Hold |
800
| – | – | ﹤0.01% | 775 |
|
2023
Q3 | $24K | Hold |
800
| – | – | ﹤0.01% | 769 |
|
2023
Q2 | $25.2K | Hold |
800
| – | – | ﹤0.01% | 678 |
|
2023
Q1 | $25.9K | Hold |
800
| – | – | ﹤0.01% | 679 |
|
2022
Q4 | $27.2K | Hold |
800
| – | – | ﹤0.01% | 631 |
|
2022
Q3 | $24K | Buy |
+800
| New | +$24K | ﹤0.01% | 595 |
|