Cerity Partners’s Royal Gold RGLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.63M | Buy |
54,133
+6,556
| +14% | +$1.17M | 0.02% | 552 |
|
|
2025
Q1 | $7.78M | Buy |
47,577
+14,698
| +45% | +$2.4M | 0.02% | 576 |
|
|
2024
Q4 | $4.37M | Buy |
32,879
+611
| +2% | +$81.2K | 0.01% | 766 |
|
|
2024
Q3 | $4.53M | Buy |
32,268
+17,227
| +115% | +$2.42M | 0.01% | 732 |
|
|
2024
Q2 | $1.88M | Sell |
15,041
-3,149
| -17% | -$394K | 0.01% | 935 |
|
|
2024
Q1 | $2.22M | Buy |
18,190
+11,206
| +160% | +$1.37M | 0.01% | 926 |
|
|
2023
Q4 | $845K | Buy |
6,984
+603
| +9% | +$72.9K | ﹤0.01% | 1045 |
|
|
2023
Q3 | $679K | Sell |
6,381
-450
| -7% | -$47.9K | ﹤0.01% | 863 |
|
|
2023
Q2 | $784K | Buy |
6,831
+2,575
| +61% | +$296K | ﹤0.01% | 1003 |
|
|
2023
Q1 | $552K | Buy |
4,256
+407
| +11% | +$52.8K | ﹤0.01% | 1251 |
|
|
2022
Q4 | $434K | Buy |
3,849
+224
| +6% | +$25.3K | ﹤0.01% | 998 |
|
|
2022
Q3 | $340K | Sell |
3,625
-474
| -12% | -$44.5K | ﹤0.01% | 846 |
|
|
2022
Q2 | $438K | Buy |
+4,099
| New | +$438K | ﹤0.01% | 783 |
|
|
2022
Q1 | – | Sell |
-3,723
| Closed | -$391K | – | 1078 |
|
|
2021
Q4 | $391K | Buy |
+3,723
| New | +$391K | 0.01% | 686 |
|