Beese Fulmer Investment Management’s Richmond Mutual Bancorp RMBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Sell |
34,615
-1,262
| -4% | -$17.4K | 0.04% | 184 |
|
|
2025
Q1 | $459K | Hold |
35,877
| – | – | 0.04% | 163 |
|
|
2024
Q4 | $508K | Hold |
35,877
| – | – | 0.04% | 146 |
|
|
2024
Q3 | $463K | Hold |
35,877
| – | – | 0.04% | 159 |
|
|
2024
Q2 | $421K | Sell |
35,877
-3,420
| -9% | -$40.2K | 0.04% | 160 |
|
|
2024
Q1 | $437K | Sell |
39,297
-300
| -0.8% | -$3.34K | 0.04% | 153 |
|
|
2023
Q4 | $456K | Hold |
39,597
| – | – | 0.05% | 153 |
|
|
2023
Q3 | $442K | Hold |
39,597
| – | – | 0.05% | 151 |
|
|
2023
Q2 | $437K | Hold |
39,597
| – | – | 0.05% | 155 |
|
|
2023
Q1 | $411K | Sell |
39,597
-1,400
| -3% | -$14.5K | 0.05% | 163 |
|
|
2022
Q4 | $533K | Hold |
40,997
| – | – | 0.06% | 147 |
|
|
2022
Q3 | $551K | Hold |
40,997
| – | – | 0.07% | 138 |
|
|
2022
Q2 | $573K | Hold |
40,997
| – | – | 0.07% | 138 |
|
|
2022
Q1 | $699K | Hold |
40,997
| – | – | 0.08% | 135 |
|
|
2021
Q4 | $658K | Hold |
40,997
| – | – | 0.07% | 143 |
|
|
2021
Q3 | $646K | Hold |
40,997
| – | – | 0.07% | 138 |
|
|
2021
Q2 | $611K | Buy |
40,997
+3,782
| +10% | +$56.4K | 0.07% | 140 |
|
|
2021
Q1 | $505K | Hold |
37,215
| – | – | 0.06% | 145 |
|
|
2020
Q4 | $508K | Buy |
37,215
+900
| +2% | +$12.3K | 0.06% | 140 |
|
|
2020
Q3 | $384K | Buy |
36,315
+1,700
| +5% | +$18K | 0.05% | 141 |
|
|
2020
Q2 | $389K | Buy |
34,615
+375
| +1% | +$4.21K | 0.06% | 140 |
|
|
2020
Q1 | $349K | Hold |
34,240
| – | – | 0.06% | 138 |
|
|
2019
Q4 | $546K | Buy |
+34,240
| New | +$546K | 0.08% | 129 |
|