Carson Wealth (CWM LLC)’s RGC Resources RGCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Buy |
511
+226
| +79% | +$4.87K | ﹤0.01% | 4254 |
|
|
2025
Q1 | $6K | Sell |
285
-61
| -18% | -$1.28K | ﹤0.01% | 4392 |
|
|
2024
Q4 | $7K | Sell |
346
-81
| -19% | -$1.64K | ﹤0.01% | 4075 |
|
|
2024
Q3 | $10K | Buy |
427
+220
| +106% | +$5.15K | ﹤0.01% | 3797 |
|
|
2024
Q2 | $4K | Buy |
207
+173
| +509% | +$3.34K | ﹤0.01% | 3995 |
|
|
2024
Q1 | $1K | Buy |
34
+25
| +278% | +$735 | ﹤0.01% | 4197 |
|
|
2023
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 4452 |
|