Envestnet Asset Management
RGP icon

Envestnet Asset Management’s Resources Connection RGP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,190
Closed -$73.2K 4535
2025
Q1
$73.2K Buy
+11,190
New +$73.2K ﹤0.01% 4270
2024
Q4
Sell
-11,690
Closed -$113K 4376
2024
Q3
$113K Buy
11,690
+570
+5% +$5.53K ﹤0.01% 4115
2024
Q2
$123K Buy
+11,120
New +$123K ﹤0.01% 4028
2021
Q1
Sell
-19,728
Closed -$248K 3564
2020
Q4
$248K Buy
19,728
+6,224
+46% +$78.2K ﹤0.01% 3020
2020
Q3
$156K Buy
13,504
+3,427
+34% +$39.6K ﹤0.01% 2967
2020
Q2
$121K Buy
+10,077
New +$121K ﹤0.01% 2966
2018
Q3
Sell
-79
Closed -$1K 2309
2018
Q2
$1K Hold
79
﹤0.01% 2819
2018
Q1
$1K Hold
79
﹤0.01% 2796
2017
Q4
$1K Hold
79
﹤0.01% 2922
2017
Q3
$1K Hold
79
﹤0.01% 2865
2017
Q2
$1K Hold
79
﹤0.01% 3004
2017
Q1
$1K Hold
79
﹤0.01% 3067
2016
Q4
$2K Buy
+79
New +$2K ﹤0.01% 2991
2016
Q3
Sell
-5,552
Closed -$82K 3029
2016
Q2
$82K Sell
5,552
-1,643
-23% -$24.3K ﹤0.01% 2523
2016
Q1
$112K Buy
7,195
+2,634
+58% +$41K ﹤0.01% 2349
2015
Q4
$75K Buy
4,561
+273
+6% +$4.49K ﹤0.01% 2489
2015
Q3
$65K Buy
+4,288
New +$65K ﹤0.01% 2534
2015
Q1
Sell
-72
Closed -$1K 2338
2014
Q4
$1K Hold
72
﹤0.01% 2417
2014
Q3
$1K Buy
+72
New +$1K ﹤0.01% 2637
2013
Q4
Sell
-90
Closed -$1K 2536
2013
Q3
$1K Hold
90
﹤0.01% 2303
2013
Q2
$1K Buy
+90
New +$1K ﹤0.01% 2232