Dimensional Fund Advisors’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 | $2.77M | Buy |
123,548
+2,506
| +2% | +$56.1K | ﹤0.01% | 2675 |
|
|
2025
Q1 | $2.53M | Buy |
121,042
+642
| +0.5% | +$13.4K | ﹤0.01% | 2672 |
|
|
2024
Q4 | $2.42M | Buy |
120,400
+3,684
| +3% | +$73.9K | ﹤0.01% | 2739 |
|
|
2024
Q3 | $2.63M | Sell |
116,716
-4,009
| -3% | -$90.5K | ﹤0.01% | 2716 |
|
|
2024
Q2 | $2.47M | Sell |
120,725
-4,768
| -4% | -$97.5K | ﹤0.01% | 2717 |
|
|
2024
Q1 | $2.54M | Hold |
125,493
| – | – | ﹤0.01% | 2737 |
|
|
2023
Q4 | $2.55M | Sell |
125,493
-2,741
| -2% | -$55.8K | ﹤0.01% | 2742 |
|
|
2023
Q3 | $2.22M | Sell |
128,234
-4,343
| -3% | -$75.1K | ﹤0.01% | 2749 |
|
|
2023
Q2 | $2.66M | Buy |
132,577
+9,778
| +8% | +$196K | ﹤0.01% | 2708 |
|
|
2023
Q1 | $2.85M | Buy |
122,799
+5,022
| +4% | +$116K | ﹤0.01% | 2648 |
|
|
2022
Q4 | $2.6K | Buy |
117,777
+4
| +0% | – | ﹤0.01% | 2655 |
|
|
2022
Q3 | $2.48M | Buy |
117,773
+325
| +0.3% | +$6.85K | ﹤0.01% | 2648 |
|
|
2022
Q2 | $2.24M | Buy |
117,448
+4,675
| +4% | +$89.1K | ﹤0.01% | 2709 |
|
|
2022
Q1 | $2.41M | Buy |
112,773
+986
| +0.9% | +$21.1K | ﹤0.01% | 2773 |
|
|
2021
Q4 | $2.57M | Sell |
111,787
-5,766
| -5% | -$133K | ﹤0.01% | 2786 |
|
|
2021
Q3 | $2.66M | Sell |
117,553
-3,603
| -3% | -$81.6K | ﹤0.01% | 2760 |
|
|
2021
Q2 | $3.05M | Buy |
121,156
+829
| +0.7% | +$20.9K | ﹤0.01% | 2742 |
|
|
2021
Q1 | $2.67M | Buy |
120,327
+656
| +0.5% | +$14.6K | ﹤0.01% | 2770 |
|
|
2020
Q4 | $2.85M | Sell |
119,671
-215
| -0.2% | -$5.11K | ﹤0.01% | 2709 |
|
|
2020
Q3 | $2.81M | Sell |
119,886
-100
| -0.1% | -$2.35K | ﹤0.01% | 2648 |
|
|
2020
Q2 | $2.9M | Sell |
119,986
-178
| -0.1% | -$4.3K | ﹤0.01% | 2632 |
|
|
2020
Q1 | $3.48M | Buy |
120,164
+358
| +0.3% | +$10.4K | ﹤0.01% | 2533 |
|
|
2019
Q4 | $3.42M | Sell |
119,806
-382
| -0.3% | -$10.9K | ﹤0.01% | 2723 |
|
|
2019
Q3 | $3.52M | Buy |
120,188
+400
| +0.3% | +$11.7K | ﹤0.01% | 2714 |
|
|
2019
Q2 | $3.66M | Sell |
119,788
-396
| -0.3% | -$12.1K | ﹤0.01% | 2735 |
|
|
2019
Q1 | $3.19M | Buy |
120,184
+7,363
| +7% | +$195K | ﹤0.01% | 2783 |
|
|
2018
Q4 | $3.38M | Buy |
112,821
+2,577
| +2% | +$77.2K | ﹤0.01% | 2718 |
|
|
2018
Q3 | $2.94M | Buy |
110,244
+6,736
| +7% | +$180K | ﹤0.01% | 2827 |
|
|
2018
Q2 | $3.02M | Buy |
103,508
+7,498
| +8% | +$219K | ﹤0.01% | 2785 |
|
|
2018
Q1 | $2.44M | Buy |
96,010
+12,359
| +15% | +$314K | ﹤0.01% | 2826 |
|
|
2017
Q4 | $2.27M | Buy |
83,651
+6,937
| +9% | +$188K | ﹤0.01% | 2837 |
|
|
2017
Q3 | $2.19M | Buy |
76,714
+3,657
| +5% | +$104K | ﹤0.01% | 2838 |
|
|
2017
Q2 | $2.07M | Buy |
73,057
+3,907
| +6% | +$111K | ﹤0.01% | 2840 |
|
|
2017
Q1 | $1.52M | Buy |
69,150
+559
| +0.8% | +$12.3K | ﹤0.01% | 2889 |
|
|
2016
Q4 | $1.15M | Sell |
68,591
-150
| -0.2% | -$2.52K | ﹤0.01% | 2934 |
|
|
2016
Q3 | $1.12M | Hold |
68,741
| – | – | ﹤0.01% | 2913 |
|
|
2016
Q2 | $1.11M | Hold |
68,741
| – | – | ﹤0.01% | 2897 |
|
|
2016
Q1 | $991K | Hold |
68,741
| – | – | ﹤0.01% | 2922 |
|
|
2015
Q4 | $965K | Hold |
68,741
| – | – | ﹤0.01% | 2962 |
|
|
2015
Q3 | $945K | Hold |
68,741
| – | – | ﹤0.01% | 3002 |
|
|
2015
Q2 | $917K | Buy |
68,741
+201
| +0.3% | +$2.68K | ﹤0.01% | 3034 |
|
|
2015
Q1 | $958K | Hold |
68,540
| – | – | ﹤0.01% | 2996 |
|
|
2014
Q4 | $1.01M | Buy |
68,540
+446
| +0.7% | +$6.54K | ﹤0.01% | 3003 |
|
|
2014
Q3 | $903K | Hold |
68,094
| – | – | ﹤0.01% | 3035 |
|
|
2014
Q2 | $876K | Buy |
68,094
+750
| +1% | +$9.65K | ﹤0.01% | 3066 |
|
|
2014
Q1 | $853K | Hold |
67,344
| – | – | ﹤0.01% | 3069 |
|
|
2013
Q4 | $857K | Hold |
67,344
| – | – | ﹤0.01% | 3060 |
|
|
2013
Q3 | $827K | Buy |
67,344
+844
| +1% | +$10.4K | ﹤0.01% | 3076 |
|
|
2013
Q2 | $898K | Buy |
+66,500
| New | +$898K | ﹤0.01% | 3046 |
|