AFG
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Allegheny Financial Group’s RH RH Stock Holding History

Allegheny Financial Group’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,900
Closed -$1.2M – 245
2024
Q2 		$1.2M Sell
4,900
-5,000
-51% -$1.31M 0.34% 56
2024
Q1 		$3.45M Sell
9,900
-1,700
-15% -$463K 1.06% 15
2023
Q4 		$3.38M Sell
11,600
-3,963
-25% -$1.02M 1.09% 14
2023
Q3 		$4.11M Hold
15,563
– – 1.54% 12
2023
Q2 		$5.13M Hold
15,563
– – 2.43% 11
2023
Q1 		$3.79M Sell
15,563
-3,581
-19% -$1.04M 1.53% 13
2022
Q4 		$5.12M Sell
19,144
-3,582
-16% -$934K 2.14% 11
2022
Q3 		$5.59M Hold
22,726
– – 2.63% 10
2022
Q2 		$4.82M Hold
22,726
– – 2.25% 11
2022
Q1 		$7.41M Hold
22,726
– – 3.14% 9
2021
Q4 		$12.2M Hold
22,726
– – 4.86% 4
2021
Q3 		$15.2M Hold
22,726
– – 6.95% 3
2021
Q2 		$15.4M Buy
+22,726
New +$14.8M 6.98% 4
2021
Q1 		– Sell
-22,726
Closed -$10.2M – 119
2020
Q4 		$10.2M Buy
+22,726
New +$9.37M 5.46% 4

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