Larson Financial Group’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $29.1K | Buy |
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|
2025
Q2 | $9.37K | Buy |
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|
2025
Q1 | $2.25K | Sell |
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|
2024
Q4 | $3.71K | Sell |
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|
2024
Q3 | $8.26K | Buy |
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|
2024
Q2 | $5.67K | Buy |
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|
2024
Q1 | $3.98K | Hold |
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|
2023
Q4 | $6.09K | Sell |
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|
2023
Q3 | $5.24K | Buy |
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|
2023
Q2 | $6.38K | Sell |
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|
2023
Q1 | $6.39K | Buy |
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|
2022
Q4 | $2.32K | Hold |
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|
2022
Q3 | $3K | Buy |
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|
2022
Q1 | – | Hold |
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|
2021
Q4 | – | Hold |
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