Rick Larsen
Trade Volume
—
Total Trades
16
Buys vs Sells
7 / 8
Unique Stocks
15
First Trade
Jan 7, 2026
Last Traded
Apr 7, 2026
The edge that pays for itself.
Most Traded Tickers
CNL PROPERTIES DIRECTORS EXECUTED A SALE OF ASSETS AND SONIDA LIVING, A COMMON STOCK-BASED COMPANY,
ADVISOR-DRIVEN QUARTERLY REBALANCING
ADVISOR-DRIVEN QUARTERLY REBALANCING
ADVISOR-DRIVEN QUARTERLY REBALANCING
ADVISOR-DRIVEN QUARTERLY REBALANCING
ADVISOR-DRIVEN QUARTERLY REBALANCING
ADVISOR-DRIVEN QUARTERLY REBALANCING
ADVISOR-DRIVEN QUARTERLY REBALANCING FILING ID #20034351
ADVISOR-DRIVEN QUARTERLY REBALANCING
PART OF MONTHLY PORTFOLIO REBALANCING THAT ACCOUNT MANAGER CONDUCTS
PART OF MONTHLY PORTFOLIO REBALANCING THAT ACCOUNT MANAGER CONDUCTS
PART OF MONTHLY PORTFOLIO REBALANCING THAT ACCOUNT MANAGER CONDUCTS
Trade Volume
All Trades
Complete trading history with all STOCK Act disclosures.
ADVISOR-DRIVEN QUARTERLY REBALANCING
ADVISOR-DRIVEN QUARTERLY REBALANCING
CNL PROPERTIES DIRECTORS EXECUTED A SALE OF ASSETS AND SONIDA LIVING, A COMMON STOCK-BASED COMPANY,
ADVISOR-DRIVEN QUARTERLY REBALANCING
ADVISOR-DRIVEN QUARTERLY REBALANCING
ADVISOR-DRIVEN QUARTERLY REBALANCING
ADVISOR-DRIVEN QUARTERLY REBALANCING
ADVISOR-DRIVEN QUARTERLY REBALANCING FILING ID #20034351
ADVISOR-DRIVEN QUARTERLY REBALANCING
CNL PROPERTIES DIRECTORS EXECUTED A SALE OF ASSETS AND SONIDA LIVING, A COMMON STOCK-BASED COMPANY,
PART OF MONTHLY PORTFOLIO REBALANCING THAT ACCOUNT MANAGER CONDUCTS
PART OF MONTHLY PORTFOLIO REBALANCING THAT ACCOUNT MANAGER CONDUCTS
PART OF MONTHLY PORTFOLIO REBALANCING THAT ACCOUNT MANAGER CONDUCTS
PART OF MONTHLY PORTFOLIO REBALANCING THAT ACCOUNT MANAGER CONDUCTS FILING ID #20033814
PART OF MONTHLY PORTFOLIO REBALANCING THAT ACCOUNT MANAGER CONDUCTS
PART OF MONTHLY PORTFOLIO REBALANCING THAT ACCOUNT MANAGER CONDUCTS
Ticker | Description | Type | Amount | Trade Date | Filed |
|---|---|---|---|---|---|
A AXP | ADVISOR-DRIVEN QUARTERLY REBALANCING | Sell | $1K–$15K | 4/7/2026 | 4/15/2026 |
C CARR | ADVISOR-DRIVEN QUARTERLY REBALANCING | Buy | $1K–$15K | 4/7/2026 | 4/15/2026 |
S SNDA | CNL PROPERTIES DIRECTORS EXECUTED A SALE OF ASSETS AND SONIDA LIVING, A COMMON STOCK-BASED COMPANY, | Sell | $1K–$15K | 4/7/2026 | 4/15/2026 |
A AWK | ADVISOR-DRIVEN QUARTERLY REBALANCING | Sell | $1K–$15K | 4/7/2026 | 4/15/2026 |
B BR | ADVISOR-DRIVEN QUARTERLY REBALANCING | Sell | $1K–$15K | 4/7/2026 | 4/15/2026 |
P PAYX | ADVISOR-DRIVEN QUARTERLY REBALANCING | Sell | $1K–$15K | 4/7/2026 | 4/15/2026 |
N NEE | ADVISOR-DRIVEN QUARTERLY REBALANCING | Buy | $1K–$15K | 4/7/2026 | 4/15/2026 |
C CASY | ADVISOR-DRIVEN QUARTERLY REBALANCING FILING ID #20034351 | Buy | $1K–$15K | 4/7/2026 | 4/15/2026 |
W WAB | ADVISOR-DRIVEN QUARTERLY REBALANCING | Buy | $1K–$15K | 4/7/2026 | 4/15/2026 |
S SNDA | CNL PROPERTIES DIRECTORS EXECUTED A SALE OF ASSETS AND SONIDA LIVING, A COMMON STOCK-BASED COMPANY, | Exchange | $1K–$15K | 3/31/2026 | 4/15/2026 |
M META | PART OF MONTHLY PORTFOLIO REBALANCING THAT ACCOUNT MANAGER CONDUCTS | Buy | $1K–$15K | 1/7/2026 | 1/14/2026 |
D DRI | PART OF MONTHLY PORTFOLIO REBALANCING THAT ACCOUNT MANAGER CONDUCTS | Buy | $1K–$15K | 1/7/2026 | 1/14/2026 |
M MDLZ | PART OF MONTHLY PORTFOLIO REBALANCING THAT ACCOUNT MANAGER CONDUCTS | Sell | $1K–$15K | 1/7/2026 | 1/14/2026 |
V VRSK | PART OF MONTHLY PORTFOLIO REBALANCING THAT ACCOUNT MANAGER CONDUCTS FILING ID #20033814 | Sell | $1K–$15K | 1/7/2026 | 1/14/2026 |
E ESS | PART OF MONTHLY PORTFOLIO REBALANCING THAT ACCOUNT MANAGER CONDUCTS | Sell | $1K–$15K | 1/7/2026 | 1/14/2026 |
W WM | PART OF MONTHLY PORTFOLIO REBALANCING THAT ACCOUNT MANAGER CONDUCTS | Buy | $1K–$15K | 1/7/2026 | 1/14/2026 |
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