IFP Advisors’s Reliance Global Group RELI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,224
| Closed | -$2.65K | – | 5018 |
|
|
2025
Q1 | $2.65K | Buy |
+2,224
| New | +$2.65K | ﹤0.01% | 3056 |
|
|
2023
Q4 | – | Sell |
-53
| Closed | -$2.26K | – | 3286 |
|
|
2023
Q3 | $2.26K | Buy |
+53
| New | +$2.26K | ﹤0.01% | 2796 |
|
|
2023
Q1 | – | Sell |
-49
| Closed | -$77K | – | 4224 |
|
|
2022
Q4 | $77K | Hold |
49
| – | – | ﹤0.01% | 1931 |
|
|
2022
Q3 | $77K | Buy |
49
+48
| +4,800% | +$75.4K | ﹤0.01% | 2045 |
|
|
2022
Q2 | $3K | Hold |
1
| – | – | ﹤0.01% | 4020 |
|
|
2022
Q1 | $3K | Buy |
+1
| New | +$3K | ﹤0.01% | 4020 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4317 |
|
|
2021
Q2 | – | Sell |
-86
| Closed | -$95K | – | 4092 |
|
|
2021
Q1 | $95K | Buy |
+86
| New | +$95K | ﹤0.01% | 1191 |
|