Larson Financial Group’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Buy |
249,905
+31,709
| +15% | +$396K | 0.12% | 154 |
|
|
2025
Q1 | $3.18M | Buy |
218,196
+16,518
| +8% | +$241K | 0.15% | 125 |
|
|
2024
Q4 | $2.86M | Buy |
201,678
+24,787
| +14% | +$351K | 0.15% | 127 |
|
|
2024
Q3 | $2.39M | Buy |
176,891
+7,193
| +4% | +$97.3K | 0.14% | 139 |
|
|
2024
Q2 | $2.26M | Buy |
169,698
+6,039
| +4% | +$80.4K | 0.15% | 119 |
|
|
2024
Q1 | $2.05M | Buy |
163,659
+10,643
| +7% | +$134K | 0.16% | 120 |
|
|
2023
Q4 | $1.88M | Buy |
153,016
+11,537
| +8% | +$142K | 0.16% | 112 |
|
|
2023
Q3 | $1.36M | Buy |
141,479
+8,415
| +6% | +$81K | 0.13% | 142 |
|
|
2023
Q2 | $1.29M | Buy |
133,064
+12,719
| +11% | +$123K | 0.13% | 142 |
|
|
2023
Q1 | $1.11M | Sell |
120,345
-1,021
| -0.8% | -$9.39K | 0.12% | 147 |
|
|
2022
Q4 | $1.17M | Buy |
121,366
+87,671
| +260% | +$845K | 0.14% | 142 |
|
|
2022
Q3 | $285K | Buy |
33,695
+31,675
| +1,568% | +$268K | 0.04% | 234 |
|
|
2022
Q2 | $22K | Buy |
+2,020
| New | +$22K | ﹤0.01% | 531 |
|