CF
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Centaurus Financial’s RH RH Stock Holding History

Centaurus Financial’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-300
Closed -$118K – 926
2024
Q4 		$118K Hold
300
– – 0.01% 827
2024
Q3 		$100K Buy
+300
New +$82.6K 0.01% 823
2024
Q2 		– Sell
-550
Closed -$192K – 835
2024
Q1 		$192K Hold
550
– – 0.01% 628
2023
Q4 		$160K Hold
550
– – 0.01% 642
2023
Q3 		$145K Hold
550
– – 0.01% 642
2023
Q2 		$181K Hold
550
– – 0.02% 595
2023
Q1 		$134K Hold
550
– – 0.01% 770
2022
Q4 		$147K Hold
550
– – 0.01% 681
2022
Q3 		$135K Buy
+550
New +$148K 0.01% 721
2018
Q3 		– Sell
-200
Closed -$28K – 1701
2018
Q2 		$28K Buy
+200
New +$21.7K ﹤0.01% 1141

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Marshall Wace
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SM
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AM
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State Street
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UBS Group
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Morgan Stanley
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