Larson Financial Group’s Smith & Wesson SWBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.8K Sell
2,852
-2,000
-41% -$17.4K ﹤0.01% 1366
2025
Q1
$45.2K Sell
4,852
-7,309
-60% -$68.1K ﹤0.01% 1062
2024
Q4
$123K Buy
12,161
+1,983
+19% +$20K 0.01% 678
2024
Q3
$132K Sell
10,178
-5,600
-35% -$72.7K 0.01% 664
2024
Q2
$226K Sell
15,778
-5,444
-26% -$78.1K 0.02% 425
2024
Q1
$368K Sell
21,222
-372
-2% -$6.46K 0.03% 278
2023
Q4
$293K Sell
21,594
-451
-2% -$6.12K 0.03% 277
2023
Q3
$285K Sell
22,045
-1,716
-7% -$22.2K 0.03% 262
2023
Q2
$310K Buy
23,761
+23,261
+4,652% +$303K 0.03% 252
2023
Q1
$6.16K Hold
500
﹤0.01% 1039
2022
Q4
$4.34K Hold
500
﹤0.01% 1060
2022
Q3
$5K Hold
500
﹤0.01% 973
2022
Q2
$7K Hold
500
﹤0.01% 806
2022
Q1
$8K Hold
500
﹤0.01% 714
2021
Q4
$9K Hold
500
﹤0.01% 712
2021
Q3
$10K Sell
500
-50
-9% -$1K ﹤0.01% 598
2021
Q2
$19K Hold
550
﹤0.01% 446
2021
Q1
$10K Hold
550
﹤0.01% 554
2020
Q4
$10K Sell
550
-30
-5% -$545 ﹤0.01% 500
2020
Q3
$9K Buy
+580
New +$9K ﹤0.01% 457