Creative Planning’s RGC Resources RGCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
10,536
-245
| -2% | -$5.48K | ﹤0.01% | 3088 |
|
|
2025
Q1 | $225K | Buy |
10,781
+252
| +2% | +$5.26K | ﹤0.01% | 2963 |
|
|
2024
Q4 | $211K | Buy |
10,529
+4
| +0% | +$80 | ﹤0.01% | 2927 |
|
|
2024
Q3 | $238K | Hold |
10,525
| – | – | ﹤0.01% | 2714 |
|
|
2024
Q2 | $215K | Hold |
10,525
| – | – | ﹤0.01% | 2611 |
|
|
2024
Q1 | $213K | Buy |
10,525
+25
| +0.2% | +$506 | ﹤0.01% | 2514 |
|
|
2023
Q4 | $214K | Hold |
10,500
| – | – | ﹤0.01% | 2359 |
|
|
2023
Q3 | $182K | Hold |
10,500
| – | – | ﹤0.01% | 2258 |
|
|
2023
Q2 | $210K | Hold |
10,500
| – | – | ﹤0.01% | 2168 |
|
|
2023
Q1 | $243K | Hold |
10,500
| – | – | ﹤0.01% | 1967 |
|
|
2022
Q4 | $232K | Buy |
+10,500
| New | +$232K | ﹤0.01% | 1909 |
|