Optimum Investment Advisors’s Rafael Holdings RFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.92K | Sell |
4,000
-56
| -1% | -$97 | ﹤0.01% | 528 |
|
|
2025
Q1 | $7.48K | Hold |
4,056
| – | – | ﹤0.01% | 537 |
|
|
2024
Q4 | $6.6K | Hold |
4,056
| – | – | ﹤0.01% | 535 |
|
|
2024
Q3 | $7.76K | Hold |
4,056
| – | – | ﹤0.01% | 548 |
|
|
2024
Q2 | $5.76K | Hold |
4,056
| – | – | ﹤0.01% | 557 |
|
|
2024
Q1 | $6.88K | Hold |
4,056
| – | – | ﹤0.01% | 547 |
|
|
2023
Q4 | $7.32K | Hold |
4,056
| – | – | ﹤0.01% | 536 |
|
|
2023
Q3 | $7.6K | Hold |
4,056
| – | – | ﹤0.01% | 570 |
|
|
2023
Q2 | $8.36K | Hold |
4,056
| – | – | ﹤0.01% | 564 |
|
|
2023
Q1 | $6.2K | Hold |
4,056
| – | – | ﹤0.01% | 599 |
|
|
2022
Q4 | $7.48K | Hold |
4,056
| – | – | ﹤0.01% | 592 |
|
|
2022
Q3 | $7K | Hold |
4,056
| – | – | ﹤0.01% | 619 |
|
|
2022
Q2 | $7K | Hold |
4,056
| – | – | ﹤0.01% | 638 |
|
|
2022
Q1 | $10K | Hold |
4,056
| – | – | ﹤0.01% | 646 |
|
|
2021
Q4 | $20K | Buy |
4,056
+3,042
| +300% | +$15K | 0.01% | 595 |
|
|
2021
Q3 | $31K | Hold |
1,014
| – | – | 0.01% | 535 |
|
|
2021
Q2 | $51K | Hold |
1,014
| – | – | 0.02% | 506 |
|
|
2021
Q1 | $40K | Buy |
1,014
+507
| +100% | +$20K | 0.01% | 548 |
|
|
2020
Q4 | $12K | Buy |
+507
| New | +$12K | ﹤0.01% | 704 |
|