Corient Private Wealth’s Resources Connection RGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Buy |
+19,853
| New | +$107K | ﹤0.01% | 2409 |
|
|
2024
Q2 | – | Sell |
-17,091
| Closed | -$225K | – | 2369 |
|
|
2024
Q1 | $225K | Buy |
17,091
+4,346
| +34% | +$57.2K | ﹤0.01% | 2035 |
|
|
2023
Q4 | $181K | Buy |
12,745
+1,217
| +11% | +$17.2K | ﹤0.01% | 2093 |
|
|
2023
Q3 | $172K | Buy |
11,528
+512
| +5% | +$7.63K | ﹤0.01% | 1943 |
|
|
2023
Q2 | $173K | Sell |
11,016
-427
| -4% | -$6.71K | ﹤0.01% | 1885 |
|
|
2023
Q1 | $195K | Buy |
+11,443
| New | +$195K | ﹤0.01% | 1797 |
|