Larson Financial Group’s The RMR Group RMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$818 Buy
53
+2
+4% +$32 ﹤0.01% 3216
2025
Q4
$767 Buy
51
+1
+2% +$15 ﹤0.01% 3025
2025
Q3
$787 Buy
50
+1
+2% +$17 ﹤0.01% 2984
2025
Q2
$797 Buy
49
+2
+4% +$31 ﹤0.01% 2719
2025
Q1
$788 Buy
47
+1
+2% +$18 ﹤0.01% 2446
2024
Q4
$953 Buy
46
+1
+2% +$23 ﹤0.01% 2055
2024
Q3
$1.15K Buy
45
+1
+2% +$25 ﹤0.01% 1958
2024
Q2
$1K Hold
44
﹤0.01% 1707
2024
Q1
$1.05K Buy
44
+1
+2% +$25 ﹤0.01% 1442
2023
Q4
$1.21K Buy
43
+1
+2% +$24 ﹤0.01% 1434
2023
Q3
$1.03K Buy
42
+1
+2% +$24 ﹤0.01% 1486
2023
Q2
$961 Hold
41
﹤0.01% 1372
2023
Q1
$1.07K Buy
41
+1
+3% +$28 ﹤0.01% 1333
2022
Q4
$1.14K Hold
40
﹤0.01% 1272
2022
Q3
$1K Buy
40
+1
+3% +$27 ﹤0.01% 1237
2022
Q2
$1K Hold
39
﹤0.01% 1137
2022
Q1
$1K Buy
39
+1
+3% +$31 ﹤0.01% 992
2021
Q4
$1K Hold
38
﹤0.01% 1034
2021
Q3
$1K Buy
38
+7
+23% +$266 ﹤0.01% 846
2021
Q2
$1K Hold
31
﹤0.01% 785
2021
Q1
$1K Buy
31
+1
+3% +$39 ﹤0.01% 788
2020
Q4
$1K Hold
30
﹤0.01% 716
2020
Q3
$1K Hold
30
﹤0.01% 679
2020
Q2
$1K Buy
30
+1
+3% +$29 ﹤0.01% 643
2020
Q1
$1K Hold
29
﹤0.01% 504
2019
Q4
$1K Hold
29
﹤0.01% 537
2019
Q3
$1K Buy
29
+1
+4% +$47 ﹤0.01% 510
2019
Q2
$1K Hold
28
﹤0.01% 462
2019
Q1
$2K Hold
28
﹤0.01% 387
2018
Q4
$1K Buy
+28
New +$1.98K ﹤0.01% 439

Other funds holding RMR