Cerity Partners’s RGC Resources RGCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $490K | Buy |
|
|||||
|
2025
Q2 | $480K | Buy |
|
|||||
|
2025
Q1 | $447K | Sell |
|
|||||
|
2024
Q4 | $489K | Sell |
|
|||||
|
2024
Q3 | $590K | Buy |
|
|||||
|
2024
Q2 | $511K | Sell |
|
|||||
|
2024
Q1 | $506K | Buy |
|
|||||
|
2023
Q4 | $500K | Hold |
|
|||||
|
2023
Q3 | $425K | Hold |
|
|||||
|
2023
Q2 | $492K | Hold |
|
|||||
|
2023
Q1 | $492K | Buy |
|
|||||
|
2022
Q4 | $528K | Hold |
|
|||||
|
2022
Q3 | $505K | Hold |
|
|||||
|
2022
Q2 | $457K | Buy |
|