Klein Pavlis & Peasley Financial’s RH RH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$662K Sell
3,501
-128
-4% -$24.2K 0.44% 60
2025
Q1
$868K Sell
3,629
-528
-13% -$126K 0.62% 56
2024
Q4
$1.64M Buy
4,157
+138
+3% +$54.3K 1.32% 25
2024
Q3
$1.34M Sell
4,019
-40
-1% -$13.4K 1.08% 34
2024
Q2
$992K Buy
4,059
+189
+5% +$46.2K 0.88% 43
2024
Q1
$1.35M Sell
3,870
-405
-9% -$141K 1.22% 32
2023
Q4
$1.25M Buy
+4,275
New +$1.25M 1.16% 33