LFG
Larson Financial Group’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $824K | Sell |
33,349
-8,478
| -20% | -$209K | 0.03% | 328 |
|
|
2025
Q1 | $1.01M | Sell |
41,827
-2,579
| -6% | -$62.6K | 0.05% | 262 |
|
|
2024
Q4 | $1.06M | Sell |
44,406
-3,413
| -7% | -$81.8K | 0.06% | 230 |
|
|
2024
Q3 | $1.28M | Sell |
47,819
-3,960
| -8% | -$106K | 0.07% | 204 |
|
|
2024
Q2 | $1.2M | Sell |
51,779
-5,199
| -9% | -$121K | 0.08% | 183 |
|
|
2024
Q1 | $1.35M | Sell |
56,978
-560,209
| -91% | -$13.3M | 0.1% | 153 |
|
|
2023
Q4 | $14.9M | Buy |
617,187
+6,154
| +1% | +$149K | 1.3% | 16 |
|
|
2023
Q3 | $12.9M | Buy |
611,033
+28,750
| +5% | +$609K | 1.27% | 20 |
|
|
2023
Q2 | $13.4M | Buy |
582,283
+52,717
| +10% | +$1.21M | 1.34% | 20 |
|
|
2023
Q1 | $12.1M | Buy |
529,566
+51,463
| +11% | +$1.18M | 1.32% | 20 |
|
|
2022
Q4 | $10.9M | Sell |
478,103
-61,846
| -11% | -$1.4M | 1.3% | 20 |
|
|
2022
Q3 | $11.5M | Buy |
539,949
+37,546
| +7% | +$799K | 1.63% | 13 |
|
|
2022
Q2 | $12.1M | Buy |
502,403
+14,554
| +3% | +$352K | 2.1% | 13 |
|
|
2022
Q1 | $14.3M | Buy |
487,849
+40,551
| +9% | +$1.18M | 2.28% | 12 |
|
|
2021
Q4 | $13.7M | Buy |
447,298
+35,831
| +9% | +$1.1M | 2.17% | 10 |
|
|
2021
Q3 | $11.3M | Buy |
411,467
+20,628
| +5% | +$565K | 2.24% | 11 |
|
|
2021
Q2 | $10.8M | Buy |
390,839
+33,931
| +10% | +$941K | 2.52% | 9 |
|
|
2021
Q1 | $9.09M | Buy |
356,908
+49,551
| +16% | +$1.26M | 2.68% | 8 |
|
|
2020
Q4 | $7.36M | Buy |
307,357
+14,191
| +5% | +$340K | 2.5% | 10 |
|
|
2020
Q3 | $6.17M | Sell |
293,166
-235,577
| -45% | -$4.95M | 2.53% | 12 |
|
|
2020
Q2 | $11M | Buy |
528,743
+81,101
| +18% | +$1.69M | 5.25% | 2 |
|
|
2020
Q1 | $8.57M | Buy |
447,642
+182,911
| +69% | +$3.5M | 5.36% | 3 |
|
|
2019
Q4 | $7.31M | Buy |
264,731
+59,386
| +29% | +$1.64M | 4.21% | 7 |
|
|
2019
Q3 | $5.77M | Buy |
205,345
+13,704
| +7% | +$385K | 3.77% | 9 |
|
|
2019
Q2 | $5.11M | Buy |
191,641
+19,038
| +11% | +$508K | 3.8% | 9 |
|
|
2019
Q1 | $4.61M | Buy |
172,603
+26,880
| +18% | +$718K | 3.65% | 9 |
|
|
2018
Q4 | $3.41M | Buy |
145,723
+32,369
| +29% | +$758K | 3.16% | 9 |
|
|
2018
Q3 | $2.86M | Buy |
113,354
+8,410
| +8% | +$212K | 3.27% | 12 |
|
|
2018
Q2 | $2.69M | Buy |
104,944
+26,011
| +33% | +$667K | 3.1% | 12 |
|
|
2018
Q1 | $1.94M | Buy |
78,933
+45,548
| +136% | +$1.12M | 2.28% | 14 |
|
|
2017
Q4 | $871K | Buy |
+33,385
| New | +$871K | 0.73% | 24 |
|