Larson Financial Group’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-506
| Closed | -$29.2K | – | 3157 |
|
|
2024
Q4 | $29.2K | Buy |
506
+402
| +387% | +$23.2K | ﹤0.01% | 1079 |
|
|
2024
Q3 | $8.66K | Buy |
104
+14
| +16% | +$1.17K | ﹤0.01% | 1526 |
|
|
2024
Q2 | $7.05K | Sell |
90
-2,312
| -96% | -$181K | ﹤0.01% | 1355 |
|
|
2024
Q1 | $241K | Buy |
2,402
+1,472
| +158% | +$147K | 0.02% | 358 |
|
|
2023
Q4 | $88.1K | Buy |
930
+529
| +132% | +$50.1K | 0.01% | 515 |
|
|
2023
Q3 | $41.8K | Buy |
401
+338
| +537% | +$35.2K | ﹤0.01% | 659 |
|
|
2023
Q2 | $7.62K | Sell |
63
-197
| -76% | -$23.8K | ﹤0.01% | 1009 |
|
|
2023
Q1 | $28.8K | Sell |
260
-22
| -8% | -$2.43K | ﹤0.01% | 662 |
|
|
2022
Q4 | $28.5K | Buy |
+282
| New | +$28.5K | ﹤0.01% | 624 |
|