IFP Advisors’s RGC Resources RGCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 4742 |
|
|
2023
Q1 | – | Sell |
-3,163
| Closed | -$87K | – | 4229 |
|
|
2022
Q4 | $87K | Sell |
3,163
-6,264
| -66% | -$172K | ﹤0.01% | 1837 |
|
|
2022
Q3 | $259K | Sell |
9,427
-3,101
| -25% | -$85.2K | 0.01% | 1267 |
|
|
2022
Q2 | $344K | Hold |
12,528
| – | – | 0.01% | 1008 |
|
|
2022
Q1 | $344K | Buy |
+12,528
| New | +$344K | 0.01% | 1008 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4324 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4099 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3996 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3828 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3693 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3522 |
|
|
2017
Q4 | – | Sell |
-3,601
| Closed | -$103K | – | 4004 |
|
|
2017
Q3 | $103K | Hold |
3,601
| – | – | ﹤0.01% | 1532 |
|
|
2017
Q2 | $102K | Hold |
3,601
| – | – | ﹤0.01% | 1510 |
|
|
2017
Q1 | $79K | Sell |
3,601
-1
| -0% | -$22 | ﹤0.01% | 1651 |
|
|
2016
Q4 | $60K | Hold |
3,602
| – | – | ﹤0.01% | 1759 |
|
|
2016
Q3 | $57K | Hold |
3,602
| – | – | ﹤0.01% | 1721 |
|
|
2016
Q2 | $58K | Buy |
+3,602
| New | +$58K | ﹤0.01% | 1671 |
|
|
2016
Q1 | – | Sell |
-3,602
| Closed | -$51K | – | 3212 |
|
|
2015
Q4 | $51K | Buy |
+3,602
| New | +$51K | ﹤0.01% | 1609 |
|