JNBA Financial Advisors’s Royal Gold RGLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-200
| Closed | -$24.4K | – | 669 |
|
|
2024
Q1 | $24.4K | Sell |
200
-45
| -18% | -$5.08K | ﹤0.01% | 369 |
|
|
2023
Q4 | $29.6K | Hold |
245
| – | – | ﹤0.01% | 347 |
|
|
2023
Q3 | $26.1K | Hold |
245
| – | – | ﹤0.01% | 355 |
|
|
2023
Q2 | $28.1K | Hold |
245
| – | – | ﹤0.01% | 348 |
|
|
2023
Q1 | $31.8K | Hold |
245
| – | – | ﹤0.01% | 337 |
|
|
2022
Q4 | $27.6K | Hold |
245
| – | – | ﹤0.01% | 337 |
|
|
2022
Q3 | $23K | Buy |
245
+50
| +26% | +$4.95K | ﹤0.01% | 358 |
|
|
2022
Q2 | $21K | Buy |
195
+45
| +30% | +$5.56K | ﹤0.01% | 386 |
|
|
2022
Q1 | $21K | Hold |
150
| – | – | ﹤0.01% | 400 |
|
|
2021
Q4 | $16K | Hold |
150
| – | – | ﹤0.01% | 461 |
|
|
2021
Q3 | $14K | Hold |
150
| – | – | ﹤0.01% | 472 |
|
|
2021
Q2 | $17K | Hold |
150
| – | – | ﹤0.01% | 423 |
|
|
2021
Q1 | $16K | Hold |
150
| – | – | ﹤0.01% | 415 |
|
|
2020
Q4 | $16K | Hold |
150
| – | – | ﹤0.01% | 391 |
|
|
2020
Q3 | $18K | Hold |
150
| – | – | ﹤0.01% | 359 |
|
|
2020
Q2 | $19K | Hold |
150
| – | – | ﹤0.01% | 335 |
|
|
2020
Q1 | $13K | Hold |
150
| – | – | ﹤0.01% | 359 |
|
|
2019
Q4 | $18K | Hold |
150
| – | – | ﹤0.01% | 358 |
|
|
2019
Q3 | $18K | Hold |
150
| – | – | ﹤0.01% | 344 |
|
|
2019
Q2 | $15K | Hold |
150
| – | – | ﹤0.01% | 393 |
|
|
2019
Q1 | $14K | Hold |
150
| – | – | ﹤0.01% | 373 |
|
|
2018
Q4 | $13K | Buy |
+150
| New | +$11.5K | ﹤0.01% | 349 |
|
|
2018
Q3 | – | Sell |
-150
| Closed | -$14K | – | 660 |
|
|
2018
Q2 | $14K | Hold |
150
| – | – | ﹤0.01% | 364 |
|
|
2018
Q1 | $13K | Hold |
150
| – | – | ﹤0.01% | 353 |
|
|
2017
Q4 | $12K | Hold |
150
| – | – | ﹤0.01% | 357 |
|
|
2017
Q3 | $13K | Sell |
150
-50
| -25% | -$4.33K | ﹤0.01% | 340 |
|
|
2017
Q2 | $16K | Sell |
200
-25
| -11% | -$1.88K | ﹤0.01% | 316 |
|
|
2017
Q1 | $16K | Buy |
225
+150
| +200% | +$10.2K | ﹤0.01% | 316 |
|
|
2016
Q4 | $5K | Sell |
75
-172
| -70% | -$11.7K | ﹤0.01% | 412 |
|
|
2016
Q3 | $19K | Buy |
247
+147
| +147% | +$11.8K | ﹤0.01% | 843 |
|
|
2016
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 376 |
|
|
2016
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 418 |
|
|
2015
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 432 |
|
|
2015
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 413 |
|
|
2015
Q2 | $6K | Sell |
100
-269
| -73% | -$17.2K | ﹤0.01% | 396 |
|
|
2015
Q1 | $23K | Buy |
369
+269
| +269% | +$18.5K | 0.01% | 276 |
|
|
2014
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 404 |
|
|
2014
Q3 | $6K | Sell |
100
-50
| -33% | -$3.73K | ﹤0.01% | 427 |
|
|
2014
Q2 | $11K | Hold |
150
| – | – | 0.01% | 341 |
|
|
2014
Q1 | $9K | Sell |
150
-102
| -40% | -$6.27K | ﹤0.01% | 338 |
|
|
2013
Q4 | $12K | Hold |
252
| – | – | 0.01% | 300 |
|
|
2013
Q3 | $12K | Buy |
+252
| New | +$13.1K | 0.01% | 292 |
|
Other funds holding RGLD
FPP
