Concord Wealth Partners’s RUM Group Inc RUM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-100	Closed	-$632	–	661
2025 Q4	$632	Hold	100	–	–	﹤0.01%	742
2025 Q3	$724	Hold	100	–	–	﹤0.01%	754
2025 Q2	$898	Hold	100	–	–	﹤0.01%	760
2025 Q1	$707	Hold	100	–	–	﹤0.01%	745
2024 Q4	$1.3K	Hold	100	–	–	﹤0.01%	759
2024 Q3	$536	Hold	100	–	–	﹤0.01%	894
2024 Q2	$555	Hold	100	–	–	﹤0.01%	755
2024 Q1	$808	Hold	100	–	–	﹤0.01%	800
2023 Q4	$449	Sell	100 -2,000	-95%	-$9.76K	﹤0.01%	782
2023 Q3	$10.7K	Hold	2,100	–	–	﹤0.01%	605
2023 Q2	$18.7K	Hold	2,100	–	–	﹤0.01%	513
2023 Q1	$21K	Hold	2,100	–	–	0.01%	487
2022 Q4	$12.5K	Buy	+2,100	New	+$20.1K	﹤0.01%	604
2022 Q3	–	Sell	-2,100	Closed	-$21K	–	931
2022 Q2	$21K	Buy	+2,100	New	+$22.9K	0.01%	536
2022 Q1	–	Sell	-2,100	Closed	-$23K	–	1365
2021 Q4	$23K	Buy	+2,100	New	+$22.2K	0.01%	617