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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$459K Hold
20,399
0.13% 198
2025
Q1
$459K Buy
20,399
+1,271
+7% +$28.6K 0.13% 198
2024
Q4
$425K Sell
19,128
-148
-0.8% -$3.29K 0.12% 207
2024
Q3
$441K Sell
19,276
-72,951
-79% -$1.67M 0.12% 218
2024
Q2
$2.05M Sell
92,227
-3,295
-3% -$73.1K 0.58% 46
2024
Q1
$2.13M Sell
95,522
-12,206
-11% -$272K 0.61% 51
2023
Q4
$2.43M Sell
107,728
-21,530
-17% -$487K 0.76% 40
2023
Q3
$2.77M Sell
129,258
-29,267
-18% -$627K 0.94% 30
2023
Q2
$3.52M Sell
158,525
-37,243
-19% -$827K 1.17% 21
2023
Q1
$4.4M Sell
195,768
-105,891
-35% -$2.38M 1.58% 14
2022
Q4
$6.67M Buy
301,659
+32,778
+12% +$725K 2.55% 6
2022
Q3
$5.86M Buy
+268,881
New +$5.86M 2.3% 6
2022
Q1
$5.43M Buy
+231,162
New +$5.43M 1.8% 9
2021
Q3
$5.73M Buy
+225,277
New +$5.73M 1.98% 8
2021
Q1
$5.74M Buy
226,155
+18,054
+9% +$458K 2.23% 5
2020
Q4
$5.45M Sell
208,101
-5,731
-3% -$150K 2.36% 4
2020
Q3
$5.56M Buy
213,832
+5,028
+2% +$131K 2.6% 4
2020
Q2
$5.49M Buy
+208,804
New +$5.49M 2.58% 4
2019
Q4
$2.26M Buy
+89,845
New +$2.26M 2.51% 8
2019
Q1
$4.95M Buy
+189,331
New +$4.95M 3.26% 3