Independent Financial Group’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $757K | Buy |
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|
2025
Q4 | $226K | Sell |
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|
2025
Q3 | $267K | Sell |
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|
2025
Q2 | $345K | Buy |
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|
2025
Q1 | $324K | Buy |
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|
2024
Q4 | $291K | Buy |
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|
2024
Q3 | $276K | Sell |
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|
2024
Q2 | $252K | Hold |
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|
2024
Q1 | $260K | Sell |
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|
2023
Q4 | $278K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $606K | Buy |
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|
2022
Q3 | $545K | Buy |
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|
2022
Q2 | $563K | Buy |
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|
2022
Q1 | $575K | Buy |
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|
2021
Q4 | $431K | Sell |
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|
2021
Q3 | $701K | Buy |
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|
2021
Q2 | $240K | Buy |
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