Covestor’s Radiant Logistics RLGT Stock Holding History

Covestor’s Portfolio RLGT Stock Details RLGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1K	Sell	123 -28	-19%	-$196	﹤0.01%	2128
2025 Q4	$1K	Buy	151 +13	+9%	+$81	﹤0.01%	2150
2025 Q3	$1K	Buy	138 +54	+64%	+$332	﹤0.01%	2163
2025 Q2	$1K	Sell	84 -11	-12%	-$66	﹤0.01%	2083
2025 Q1	$1K	Buy	95 +3	+3%	+$20	﹤0.01%	2082
2024 Q4	$1K	Sell	92 -115	-56%	-$792	﹤0.01%	2117
2024 Q3	$1K	Sell	207 -52	-20%	-$316	﹤0.01%	2085
2024 Q2	$1K	Buy	259 +76	+42%	+$396	﹤0.01%	2107
2024 Q1	$1K	Sell	183 -56	-23%	-$332	﹤0.01%	2090
2023 Q4	$2K	Sell	239 -12	-5%	-$73	﹤0.01%	1881
2023 Q3	$1K	Sell	251 -51	-17%	-$346	﹤0.01%	1984
2023 Q2	$2K	Sell	302 -146	-33%	-$943	﹤0.01%	1862
2023 Q1	$3K	Sell	448 -5,978	-93%	-$33.4K	﹤0.01%	1699
2022 Q4	$33K	Buy	6,426 +487	+8%	+$2.73K	0.03%	886
2022 Q3	$34K	Buy	5,939 +275	+5%	+$1.93K	0.03%	849
2022 Q2	$42K	Hold	5,664	–	–	0.03%	793
2022 Q1	$36K	Buy	+5,664	New	+$37.5K	0.02%	904

Other funds holding RLGT

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Russell Investments Group

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return