Atria Wealth Solutions’s Rafael Holdings RFL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-15,190
Closed -$21.6K 2007
2024
Q2
$21.6K Hold
15,190
﹤0.01% 1881
2024
Q1
$25.8K Sell
15,190
-3,245
-18% -$5.5K ﹤0.01% 1925
2023
Q4
$33.3K Sell
18,435
-2,765
-13% -$4.99K ﹤0.01% 1884
2023
Q3
$39.7K Sell
21,200
-2,484
-10% -$4.65K ﹤0.01% 1812
2023
Q2
$48.8K Hold
23,684
﹤0.01% 1809
2023
Q1
$36.2K Sell
23,684
-3,093
-12% -$4.73K ﹤0.01% 1810
2022
Q4
$49.4K Sell
26,777
-2,078
-7% -$3.83K ﹤0.01% 1740
2022
Q3
$51K Sell
28,855
-4,645
-14% -$8.21K ﹤0.01% 1686
2022
Q2
$62K Buy
33,500
+917
+3% +$1.7K ﹤0.01% 1538
2022
Q1
$81K Buy
+32,583
New +$81K ﹤0.01% 1675