Larson Financial Group’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
21,743
+1,859
| +9% | +$374K | 0.18% | 118 |
|
|
2025
Q1 | $3.44M | Buy |
19,884
+1,115
| +6% | +$193K | 0.16% | 119 |
|
|
2024
Q4 | $3.01M | Buy |
18,769
+1,854
| +11% | +$297K | 0.16% | 120 |
|
|
2024
Q3 | $2.89M | Buy |
16,915
+601
| +4% | +$103K | 0.16% | 116 |
|
|
2024
Q2 | $2.75M | Buy |
16,314
+396
| +2% | +$66.8K | 0.19% | 99 |
|
|
2024
Q1 | $2.48M | Sell |
15,918
-380
| -2% | -$59.2K | 0.19% | 100 |
|
|
2023
Q4 | $2.38M | Buy |
16,298
+146
| +0.9% | +$21.3K | 0.21% | 88 |
|
|
2023
Q3 | $1.98M | Buy |
16,152
+541
| +3% | +$66.2K | 0.19% | 98 |
|
|
2023
Q2 | $2.11M | Buy |
15,611
+15,575
| +43,264% | +$2.1M | 0.21% | 91 |
|
|
2023
Q1 | $4.81K | Hold |
36
| – | – | ﹤0.01% | 1098 |
|
|
2022
Q4 | $4.22K | Hold |
36
| – | – | ﹤0.01% | 1068 |
|
|
2022
Q3 | $4K | Sell |
36
-626
| -95% | -$69.6K | ﹤0.01% | 1014 |
|
|
2022
Q2 | $72K | Buy |
662
+35
| +6% | +$3.81K | 0.01% | 297 |
|
|
2022
Q1 | $71K | Hold |
627
| – | – | 0.01% | 325 |
|
|
2021
Q4 | $78K | Buy |
+627
| New | +$78K | 0.01% | 313 |
|