Elevated Capital Advisors’s RiverFront Dynamic Core Income RFCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$459K Hold
2025
Q1
$459K Buy
2024
Q4
$425K Sell
2024
Q3
$441K Sell
2024
Q2
$2.05M Sell
2024
Q1
$2.13M Sell
2023
Q4
$2.43M Sell
2023
Q3
$2.77M Sell
2023
Q2
$3.52M Sell
2023
Q1
$4.4M Sell
2022
Q4
$6.67M Buy
2022
Q3
$5.86M Buy
2022
Q1
$5.43M Buy
2021
Q3
$5.73M Buy
2021
Q1
$5.74M Buy
2020
Q4
$5.45M Sell
2020
Q3
$5.56M Buy
2020
Q2
$5.49M Buy
2019
Q4
$2.25M Buy
2019
Q1
$4.95M Buy