EverSource Wealth Advisors’s Regional Management Corp RM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760 | Buy |
26
+3
| +13% | +$88 | ﹤0.01% | 3789 |
|
|
2025
Q1 | $692 | Buy |
23
+3
| +15% | +$90 | ﹤0.01% | 3347 |
|
|
2024
Q4 | $680 | Hold |
20
| – | – | ﹤0.01% | 3091 |
|
|
2024
Q3 | $654 | Hold |
20
| – | – | ﹤0.01% | 2810 |
|
|
2024
Q2 | $654 | Hold |
20
| – | – | ﹤0.01% | 2832 |
|
|
2024
Q1 | $504 | Buy |
20
+1
| +5% | +$25 | ﹤0.01% | 2719 |
|
|
2023
Q4 | $477 | Sell |
19
-74
| -80% | -$1.86K | ﹤0.01% | 2534 |
|
|
2023
Q3 | $2.57K | Buy |
+93
| New | +$2.57K | ﹤0.01% | 1938 |
|
|
2023
Q1 | – | Sell |
-299
| Closed | -$8.4K | – | 2511 |
|
|
2022
Q4 | $8.4K | Buy |
+299
| New | +$8.4K | ﹤0.01% | 1398 |
|