Caldwell Trust’s Royal Gold RGLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$35.6K Hold
200
2025
Q1
$32.7K Sell
200
-200
2024
Q4
$52.7K Hold
400
2024
Q3
$56.1K Hold
400
2024
Q2
$50.1K Hold
400
2024
Q1
$48.7K Hold
400
2023
Q4
$48.4K Hold
400
2023
Q3
$42.5K Hold
400
2023
Q2
$45.9K Hold
400
2023
Q1
$51.9K Hold
400
2022
Q4
$45.1K Hold
400
2022
Q3
$37.5K Hold
400
2022
Q2
$42.7K Hold
400
2022
Q1
$56.5K Hold
400
2021
Q4
$42.1K Hold
400
2021
Q3
$38.2K Hold
400
2021
Q2
$45.6K Hold
400
2021
Q1
$43K Hold
400
2020
Q4
$42.5K Hold
400
2020
Q3
$48.1K Hold
400
2020
Q2
$49.7K Hold
400
2020
Q1
$35.1K Buy
400
+200
2019
Q4
$24.4K Buy
+200