Larson Financial Group’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.37K | Buy |
387
+272
| +237% | +$6.58K | ﹤0.01% | 1824 |
|
|
2025
Q1 | $2.25K | Sell |
115
-50
| -30% | -$980 | ﹤0.01% | 2114 |
|
|
2024
Q4 | $3.71K | Sell |
165
-200
| -55% | -$4.5K | ﹤0.01% | 1725 |
|
|
2024
Q3 | $8.26K | Buy |
365
+16
| +5% | +$362 | ﹤0.01% | 1541 |
|
|
2024
Q2 | $5.68K | Buy |
349
+200
| +134% | +$3.25K | ﹤0.01% | 1414 |
|
|
2024
Q1 | $3.98K | Hold |
149
| – | – | ﹤0.01% | 1240 |
|
|
2023
Q4 | $6.09K | Sell |
149
-18
| -11% | -$736 | ﹤0.01% | 1131 |
|
|
2023
Q3 | $5.24K | Buy |
167
+20
| +14% | +$628 | ﹤0.01% | 1161 |
|
|
2023
Q2 | $6.38K | Sell |
147
-50
| -25% | -$2.17K | ﹤0.01% | 1045 |
|
|
2023
Q1 | $6.39K | Buy |
197
+116
| +143% | +$3.76K | ﹤0.01% | 1034 |
|
|
2022
Q4 | $2.32K | Hold |
81
| – | – | ﹤0.01% | 1167 |
|
|
2022
Q3 | $3K | Buy |
+81
| New | +$3K | ﹤0.01% | 1075 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 1165 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 1171 |
|