Cerity Partners’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 | $480K | Buy |
21,432
+36
| +0.2% | +$806 | ﹤0.01% | 1884 |
|
|
2025
Q1 | $447K | Sell |
21,396
-2,985
| -12% | -$62.3K | ﹤0.01% | 1824 |
|
|
2024
Q4 | $489K | Sell |
24,381
-1,750
| -7% | -$35.1K | ﹤0.01% | 1775 |
|
|
2024
Q3 | $590K | Buy |
26,131
+1,161
| +5% | +$26.2K | ﹤0.01% | 1681 |
|
|
2024
Q2 | $511K | Sell |
24,970
-27
| -0.1% | -$552 | ﹤0.01% | 1533 |
|
|
2024
Q1 | $506K | Buy |
24,997
+436
| +2% | +$8.82K | ﹤0.01% | 1593 |
|
|
2023
Q4 | $500K | Hold |
24,561
| – | – | ﹤0.01% | 1268 |
|
|
2023
Q3 | $425K | Hold |
24,561
| – | – | ﹤0.01% | 1031 |
|
|
2023
Q2 | $492K | Hold |
24,561
| – | – | ﹤0.01% | 1187 |
|
|
2023
Q1 | $492K | Buy |
24,561
+600
| +3% | +$12K | ﹤0.01% | 1295 |
|
|
2022
Q4 | $528K | Hold |
23,961
| – | – | ﹤0.01% | 925 |
|
|
2022
Q3 | $505K | Hold |
23,961
| – | – | 0.01% | 712 |
|
|
2022
Q2 | $457K | Buy |
+23,961
| New | +$457K | 0.01% | 769 |
|