Caldwell Sutter Capital’s The RMR Group RMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.5K | Sell |
4,250
-37
| -0.9% | -$605 | 0.03% | 316 |
|
|
2025
Q1 | $71.4K | Hold |
4,287
| – | – | 0.03% | 313 |
|
|
2024
Q4 | $88.5K | Hold |
4,287
| – | – | 0.04% | 286 |
|
|
2024
Q3 | $109K | Hold |
4,287
| – | – | 0.05% | 269 |
|
|
2024
Q2 | $96.9K | Hold |
4,287
| – | – | 0.05% | 277 |
|
|
2024
Q1 | $103K | Sell |
4,287
-304
| -7% | -$7.3K | 0.05% | 273 |
|
|
2023
Q4 | $130K | Hold |
4,591
| – | – | 0.07% | 238 |
|
|
2023
Q3 | $113K | Sell |
4,591
-206
| -4% | -$5.05K | 0.06% | 239 |
|
|
2023
Q2 | $111K | Hold |
4,797
| – | – | 0.06% | 238 |
|
|
2023
Q1 | $126K | Hold |
4,797
| – | – | 0.09% | 169 |
|
|
2022
Q4 | $136K | Buy |
+4,797
| New | +$136K | 0.12% | 132 |
|