EWM
Empirical Wealth Management’s Reliance Steel & Aluminium RS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
3,596
-1,863
| -34% | -$585K | 0.03% | 294 |
|
|
2025
Q1 | $1.58M | Sell |
5,459
-35,440
| -87% | -$10.2M | 0.04% | 239 |
|
|
2024
Q4 | $11M | Buy |
40,899
+2,971
| +8% | +$800K | 0.3% | 68 |
|
|
2024
Q3 | $11M | Buy |
37,928
+7,291
| +24% | +$2.11M | 0.31% | 70 |
|
|
2024
Q2 | $8.75M | Buy |
30,637
+2,075
| +7% | +$593K | 0.26% | 77 |
|
|
2024
Q1 | $9.54M | Buy |
28,562
+14,891
| +109% | +$4.98M | 0.29% | 72 |
|
|
2023
Q4 | $3.82M | Buy |
13,671
+1,502
| +12% | +$420K | 0.13% | 115 |
|
|
2023
Q3 | $3.19M | Buy |
12,169
+1,076
| +10% | +$282K | 0.13% | 119 |
|
|
2023
Q2 | $3.01M | Buy |
11,093
+1,573
| +17% | +$427K | 0.12% | 122 |
|
|
2023
Q1 | $2.44M | Sell |
9,520
-8
| -0.1% | -$2.05K | 0.11% | 126 |
|
|
2022
Q4 | $1.93M | Buy |
9,528
+723
| +8% | +$146K | 0.09% | 142 |
|
|
2022
Q3 | $1.54M | Sell |
8,805
-93,327
| -91% | -$16.3M | 0.08% | 154 |
|
|
2022
Q2 | $17.3M | Buy |
102,132
+6,059
| +6% | +$1.03M | 0.91% | 24 |
|
|
2022
Q1 | $17.6M | Buy |
96,073
+195
| +0.2% | +$35.8K | 0.88% | 24 |
|
|
2021
Q4 | $15.6M | Buy |
95,878
+4,172
| +5% | +$677K | 0.78% | 27 |
|
|
2021
Q3 | $13.1M | Sell |
91,706
-608
| -0.7% | -$86.6K | 0.74% | 31 |
|
|
2021
Q2 | $13.9M | Buy |
92,314
+620
| +0.7% | +$93.6K | 0.84% | 24 |
|
|
2021
Q1 | $14M | Buy |
91,694
+11,379
| +14% | +$1.73M | 1.12% | 16 |
|
|
2020
Q4 | $9.62M | Buy |
80,315
+4,184
| +5% | +$501K | 0.73% | 27 |
|
|
2020
Q3 | $7.77M | Hold |
76,131
| – | – | 0.66% | 29 |
|
|
2020
Q2 | $7.23M | Hold |
76,131
| – | – | 0.67% | 29 |
|
|
2020
Q1 | $6.67M | Buy |
76,131
+11,270
| +17% | +$987K | 0.73% | 28 |
|
|
2019
Q4 | $7.77M | Buy |
64,861
+4,087
| +7% | +$489K | 0.85% | 19 |
|
|
2019
Q3 | $6.06M | Hold |
60,774
| – | – | 0.73% | 21 |
|
|
2019
Q2 | $5.75M | Buy |
+60,774
| New | +$5.75M | 0.75% | 22 |
|