LPL Financial’s RGC Resources RGCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,009
| Closed | -$348K | – | 4605 |
|
|
2023
Q1 | $348K | Sell |
15,009
-3,711
| -20% | -$86.1K | ﹤0.01% | 3609 |
|
|
2022
Q4 | $413K | Buy |
18,720
+93
| +0.5% | +$2.05K | ﹤0.01% | 3409 |
|
|
2022
Q3 | $392K | Buy |
18,627
+98
| +0.5% | +$2.06K | ﹤0.01% | 3350 |
|
|
2022
Q2 | $353K | Sell |
18,529
-956
| -5% | -$18.2K | ﹤0.01% | 3471 |
|
|
2022
Q1 | $421K | Sell |
19,485
-1,215
| -6% | -$26.3K | ﹤0.01% | 3318 |
|
|
2021
Q4 | $476K | Buy |
20,700
+9,804
| +90% | +$225K | ﹤0.01% | 3310 |
|
|
2021
Q3 | $245K | Buy |
+10,896
| New | +$245K | ﹤0.01% | 3780 |
|
|
2020
Q1 | – | Sell |
-7,491
| Closed | -$214K | – | 3363 |
|
|
2019
Q4 | $214K | Sell |
7,491
-100
| -1% | -$2.86K | ﹤0.01% | 3031 |
|
|
2019
Q3 | $222K | Sell |
7,591
-500
| -6% | -$14.6K | ﹤0.01% | 2909 |
|
|
2019
Q2 | $247K | Sell |
8,091
-1,750
| -18% | -$53.4K | ﹤0.01% | 2851 |
|
|
2019
Q1 | $261K | Sell |
9,841
-350
| -3% | -$9.28K | ﹤0.01% | 2737 |
|
|
2018
Q4 | $305K | Hold |
10,191
| – | – | ﹤0.01% | 2436 |
|
|
2018
Q3 | $272K | Buy |
10,191
+400
| +4% | +$10.7K | ﹤0.01% | 2763 |
|
|
2018
Q2 | $286K | Hold |
9,791
| – | – | ﹤0.01% | 2673 |
|
|
2018
Q1 | $249K | Buy |
+9,791
| New | +$249K | ﹤0.01% | 2775 |
|