Larson Financial Group’s Trex TREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
5,541
+535
| +11% | +$29.1K | 0.01% | 570 |
|
|
2025
Q1 | $291K | Buy |
5,006
+1,493
| +42% | +$86.7K | 0.01% | 534 |
|
|
2024
Q4 | $243K | Buy |
3,513
+23
| +0.7% | +$1.59K | 0.01% | 519 |
|
|
2024
Q3 | $232K | Buy |
3,490
+527
| +18% | +$35.1K | 0.01% | 528 |
|
|
2024
Q2 | $220K | Sell |
2,963
-12
| -0.4% | -$889 | 0.02% | 437 |
|
|
2024
Q1 | $297K | Buy |
2,975
+1,547
| +108% | +$154K | 0.02% | 316 |
|
|
2023
Q4 | $118K | Buy |
1,428
+746
| +109% | +$61.8K | 0.01% | 456 |
|
|
2023
Q3 | $42K | Buy |
682
+671
| +6,100% | +$41.4K | ﹤0.01% | 657 |
|
|
2023
Q2 | $721 | Hold |
11
| – | – | ﹤0.01% | 1403 |
|
|
2023
Q1 | $535 | Hold |
11
| – | – | ﹤0.01% | 1406 |
|
|
2022
Q4 | $466 | Hold |
11
| – | – | ﹤0.01% | 1373 |
|
|
2022
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 1400 |
|
|
2022
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1151 |
|