IFP Advisors’s The RMR Group RMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.36K | Buy |
259
+218
| +532% | +$5.35K | ﹤0.01% | 3199 |
|
|
2025
Q1 | $849 | Hold |
41
| – | – | ﹤0.01% | 3368 |
|
|
2024
Q4 | $1.05K | Sell |
41
-5
| -11% | -$128 | ﹤0.01% | 3264 |
|
|
2024
Q3 | $1.17K | Hold |
46
| – | – | ﹤0.01% | 3054 |
|
|
2024
Q2 | $1.04K | Hold |
46
| – | – | ﹤0.01% | 2980 |
|
|
2024
Q1 | $1.1K | Hold |
46
| – | – | ﹤0.01% | 2845 |
|
|
2023
Q4 | $1.3K | Sell |
46
-2
| -4% | -$56 | ﹤0.01% | 2770 |
|
|
2023
Q3 | $1.18K | Hold |
48
| – | – | ﹤0.01% | 2964 |
|
|
2023
Q2 | $1.11K | Hold |
48
| – | – | ﹤0.01% | 3060 |
|
|
2023
Q1 | $3.66K | Sell |
48
-408
| -89% | -$31.1K | ﹤0.01% | 2689 |
|
|
2022
Q4 | $47K | Buy |
456
+177
| +63% | +$18.2K | ﹤0.01% | 2293 |
|
|
2022
Q3 | $24K | Buy |
279
+21
| +8% | +$1.81K | ﹤0.01% | 2937 |
|
|
2022
Q2 | $22K | Hold |
258
| – | – | ﹤0.01% | 2769 |
|
|
2022
Q1 | $22K | Buy |
258
+206
| +396% | +$17.6K | ﹤0.01% | 2769 |
|
|
2021
Q4 | $5K | Hold |
52
| – | – | ﹤0.01% | 2461 |
|
|
2021
Q3 | $5K | Sell |
52
-10
| -16% | -$962 | ﹤0.01% | 2509 |
|
|
2021
Q2 | $3K | Hold |
62
| – | – | ﹤0.01% | 2633 |
|
|
2021
Q1 | $3K | Sell |
62
-12
| -16% | -$581 | ﹤0.01% | 2560 |
|
|
2020
Q4 | $3K | Hold |
74
| – | – | ﹤0.01% | 2503 |
|
|
2020
Q3 | $0 | Hold |
74
| – | – | ﹤0.01% | 3698 |
|
|
2020
Q2 | $1K | Sell |
74
-3
| -4% | -$41 | ﹤0.01% | 2564 |
|
|
2020
Q1 | $0 | Sell |
77
-10
| -11% | – | ﹤0.01% | 3466 |
|
|
2019
Q4 | $4K | Sell |
87
-16
| -16% | -$736 | ﹤0.01% | 2275 |
|
|
2019
Q3 | $4K | Buy |
+103
| New | +$4K | ﹤0.01% | 2440 |
|
|
2019
Q1 | $1K | Sell |
59
-127
| -68% | -$2.15K | ﹤0.01% | 2251 |
|
|
2018
Q4 | $10K | Buy |
186
+40
| +27% | +$2.15K | ﹤0.01% | 2482 |
|
|
2018
Q3 | $14K | Buy |
146
+10
| +7% | +$959 | ﹤0.01% | 2635 |
|
|
2018
Q2 | $11K | Sell |
136
-5
| -4% | -$404 | ﹤0.01% | 2802 |
|
|
2018
Q1 | $8K | Hold |
141
| – | – | ﹤0.01% | 2942 |
|
|
2017
Q4 | $8K | Sell |
141
-454
| -76% | -$25.8K | ﹤0.01% | 2939 |
|
|
2017
Q3 | $31K | Sell |
595
-100
| -14% | -$5.21K | ﹤0.01% | 2294 |
|
|
2017
Q2 | $34K | Sell |
695
-66
| -9% | -$3.23K | ﹤0.01% | 2217 |
|
|
2017
Q1 | $38K | Sell |
761
-217
| -22% | -$10.8K | ﹤0.01% | 2071 |
|
|
2016
Q4 | $39K | Buy |
978
+79
| +9% | +$3.15K | ﹤0.01% | 2015 |
|
|
2016
Q3 | $34K | Sell |
899
-97
| -10% | -$3.67K | ﹤0.01% | 2045 |
|
|
2016
Q2 | $31K | Buy |
996
+937
| +1,588% | +$29.2K | ﹤0.01% | 2052 |
|
|
2016
Q1 | $1K | Sell |
59
-1,059
| -95% | -$17.9K | ﹤0.01% | 2251 |
|
|
2015
Q4 | $16K | Buy |
+1,118
| New | +$16K | ﹤0.01% | 2286 |
|