IFP Advisors’s RingCentral RNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83K | Sell |
2,784
-102
| -4% | -$3.04K | ﹤0.01% | 1751 |
|
|
2025
Q1 | $71.5K | Hold |
2,886
| – | – | ﹤0.01% | 1710 |
|
|
2024
Q4 | $101K | Buy |
2,886
+30
| +1% | +$1.05K | ﹤0.01% | 1460 |
|
|
2024
Q3 | $90.3K | Hold |
2,856
| – | – | ﹤0.01% | 1453 |
|
|
2024
Q2 | $80.5K | Sell |
2,856
-350
| -11% | -$9.87K | ﹤0.01% | 1450 |
|
|
2024
Q1 | $111K | Hold |
3,206
| – | – | ﹤0.01% | 1249 |
|
|
2023
Q4 | $109K | Hold |
3,206
| – | – | 0.01% | 1208 |
|
|
2023
Q3 | $95K | Buy |
3,206
+850
| +36% | +$25.2K | ﹤0.01% | 1275 |
|
|
2023
Q2 | $77.1K | Buy |
2,356
+1,914
| +433% | +$62.6K | ﹤0.01% | 1432 |
|
|
2023
Q1 | $33.7K | Sell |
442
-146
| -25% | -$11.1K | ﹤0.01% | 1769 |
|
|
2022
Q4 | $44K | Hold |
588
| – | – | ﹤0.01% | 2333 |
|
|
2022
Q3 | $45K | Buy |
588
+77
| +15% | +$5.89K | ﹤0.01% | 2450 |
|
|
2022
Q2 | $39K | Hold |
511
| – | – | ﹤0.01% | 2338 |
|
|
2022
Q1 | $39K | Buy |
511
+22
| +4% | +$1.68K | ﹤0.01% | 2338 |
|
|
2021
Q4 | $92K | Sell |
489
-1
| -0.2% | -$188 | ﹤0.01% | 1278 |
|
|
2021
Q3 | $106K | Buy |
490
+471
| +2,479% | +$102K | ﹤0.01% | 1231 |
|
|
2021
Q2 | $5K | Hold |
19
| – | – | ﹤0.01% | 2471 |
|
|
2021
Q1 | $5K | Sell |
19
-106
| -85% | -$27.9K | ﹤0.01% | 2405 |
|
|
2020
Q4 | $47K | Buy |
125
+100
| +400% | +$37.6K | ﹤0.01% | 1473 |
|
|
2020
Q3 | $7K | Hold |
25
| – | – | ﹤0.01% | 2034 |
|
|
2020
Q2 | $7K | Sell |
25
-82
| -77% | -$23K | ﹤0.01% | 1947 |
|
|
2020
Q1 | $23K | Hold |
107
| – | – | ﹤0.01% | 1428 |
|
|
2019
Q4 | $18K | Hold |
107
| – | – | ﹤0.01% | 1663 |
|
|
2019
Q3 | $13K | Buy |
+107
| New | +$13K | ﹤0.01% | 1954 |
|
|
2019
Q1 | $2K | Sell |
14
-398
| -97% | -$56.9K | ﹤0.01% | 2111 |
|
|
2018
Q4 | $33K | Sell |
412
-3,218
| -89% | -$258K | ﹤0.01% | 1838 |
|
|
2018
Q3 | $338K | Buy |
3,630
+457
| +14% | +$42.6K | 0.01% | 829 |
|
|
2018
Q2 | $223K | Buy |
+3,173
| New | +$223K | 0.01% | 1002 |
|
|
2017
Q3 | – | Sell |
-31
| Closed | -$1K | – | 4139 |
|
|
2017
Q2 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 3894 |
|
|
2016
Q2 | – | Sell |
-14
| Closed | -$2K | – | 4130 |
|
|
2016
Q1 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 2111 |
|