Forum Financial Management’s Transocean RIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-39,704
Closed -$164K 841
2025
Q4
$164K Buy
39,704
+27,977
+239% +$109K ﹤0.01% 985
2025
Q3
$36.6K Buy
11,727
+6
+0.1% +$18 ﹤0.01% 1007
2025
Q2
$30.4K Sell
11,721
-9,720
-45% -$25.1K ﹤0.01% 950
2025
Q1
$68K Sell
21,441
-6,865
-24% -$24.1K ﹤0.01% 856
2024
Q4
$106K Sell
28,306
-745
-3% -$3.1K ﹤0.01% 878
2024
Q3
$123K Sell
29,051
-22
-0.1% -$108 ﹤0.01% 744
2024
Q2
$156K Buy
29,073
+22
+0.1% +$127 ﹤0.01% 686
2024
Q1
$182K Buy
29,051
+2,405
+9% +$13.1K ﹤0.01% 709
2023
Q4
$169K Buy
26,646
+4,972
+23% +$33.3K ﹤0.01% 660
2023
Q3
$178K Buy
21,674
+25
+0.1% +$204 ﹤0.01% 602
2023
Q2
$152K Hold
21,649
﹤0.01% 628
2023
Q1
$138K Buy
21,649
+2,402
+12% +$15.4K ﹤0.01% 592
2022
Q4
$87.8K Hold
19,247
﹤0.01% 579
2022
Q3
$48K Sell
19,247
-5,115
-21% -$16.4K ﹤0.01% 532
2022
Q2
$81K Buy
+24,362
New +$98.7K ﹤0.01% 558
2022
Q1
Sell
-14,676
Closed -$41K 665
2021
Q4
$41K Buy
+14,676
New +$49.8K ﹤0.01% 654

Other funds holding RIG

Forum Financial Management's RIG Position: Q1 2026 in Review

Forum Financial Management sold out of Transocean (RIG) in Q1 2026, closing a stake of 39,704 shares — an estimated $164K sold.

Forum Financial Management first reported a position in RIG in Q4 2021 and held it in 16 quarters. The position peaked at $182K in Q1 2024. 536 funds tracked by Wall St. Rank hold RIG as of Q1 2026.

  • Forum Financial Management reported no remaining Transocean position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 39,704 Transocean shares in Q1 2026, an estimated $164K.
  • Forum Financial Management first reported a position in Transocean in Q4 2021 and held it in 16 quarters.
  • Forum Financial Management's Transocean position peaked at $182K in Q1 2024.
  • 536 funds tracked by Wall St. Rank held Transocean as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.