Corient Private Wealth
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Corient Private Wealth’s Resources Connection RGP Stock Holding History

Corient Private Wealth’s Portfolio RGP Stock Details RGP Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$128K Buy
2025
Q2 		$107K Buy
2024
Q2 		– Sell
2024
Q1 		$225K Buy
2023
Q4 		$181K Buy
2023
Q3 		$172K Buy
2023
Q2 		$173K Sell
2023
Q1 		$195K Buy