Larson Financial Group’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Larson Financial Group’s Portfolio ROIC Stock Details ROIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,000	Closed	-$17.4K	–	3228
2024 Q4	$17.4K	Hold	1,000	–	–	﹤0.01%	1270
2024 Q3	$15.7K	Buy	+1,000	New	+$14.6K	﹤0.01%	1302

Other funds holding ROIC

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Larson Financial Group's ROIC Position: Q1 2025 in Review

Larson Financial Group sold out of Retail Opportunity Investments Corp. (ROIC) in Q1 2025, closing a stake of 1,000 shares — an estimated $17.4K sold.

Larson Financial Group first reported a position in ROIC in Q3 2024 and held it in 2 quarters. The position peaked at $17.4K in Q4 2024. 3 funds tracked by Wall St. Rank hold ROIC as of Q1 2025.

Larson Financial Group reported no remaining Retail Opportunity Investments Corp. position as of Q1 2025 after selling out during the quarter.
Larson Financial Group sold 1,000 Retail Opportunity Investments Corp. shares in Q1 2025, an estimated $17.4K.
Larson Financial Group first reported a position in Retail Opportunity Investments Corp. in Q3 2024 and held it in 2 quarters.
Larson Financial Group's Retail Opportunity Investments Corp. position peaked at $17.4K in Q4 2024.
3 funds tracked by Wall St. Rank held Retail Opportunity Investments Corp. as of Q1 2025.

Based on Larson Financial Group's 13F filing for Q1 2025, filed 2 May 2025.