Cerity Partners’s RH RH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,025
| Closed | -$475K | – | 2731 |
|
|
2025
Q1 | $475K | Sell |
2,025
-943
| -32% | -$221K | ﹤0.01% | 1774 |
|
|
2024
Q4 | $1.13M | Buy |
2,968
+384
| +15% | +$147K | ﹤0.01% | 1359 |
|
|
2024
Q3 | $864K | Buy |
2,584
+1,506
| +140% | +$504K | ﹤0.01% | 1473 |
|
|
2024
Q2 | $264K | Sell |
1,078
-937
| -47% | -$229K | ﹤0.01% | 1887 |
|
|
2024
Q1 | $702K | Buy |
2,015
+932
| +86% | +$325K | ﹤0.01% | 1441 |
|
|
2023
Q4 | $316K | Buy |
1,083
+182
| +20% | +$53K | ﹤0.01% | 1487 |
|
|
2023
Q3 | $238K | Sell |
901
-422
| -32% | -$112K | ﹤0.01% | 1226 |
|
|
2023
Q2 | $436K | Buy |
+1,323
| New | +$436K | ﹤0.01% | 1240 |
|
|
2022
Q2 | – | Sell |
-766
| Closed | -$250K | – | 1230 |
|
|
2022
Q1 | $250K | Sell |
766
-353
| -32% | -$115K | ﹤0.01% | 793 |
|
|
2021
Q4 | $601K | Buy |
1,119
+370
| +49% | +$199K | 0.01% | 545 |
|
|
2021
Q3 | $500K | Buy |
749
+5
| +0.7% | +$3.34K | 0.01% | 466 |
|
|
2021
Q2 | $505K | Sell |
744
-700
| -48% | -$475K | 0.01% | 466 |
|
|
2021
Q1 | $861K | Buy |
+1,444
| New | +$861K | 0.02% | 368 |
|