Optimum Investment Advisors’s Royal Gold RGLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2K | Hold |
125
| – | – | 0.01% | 431 |
|
|
2025
Q1 | $20.4K | Hold |
125
| – | – | 0.01% | 440 |
|
|
2024
Q4 | $16.5K | Hold |
125
| – | – | 0.01% | 454 |
|
|
2024
Q3 | $17.5K | Hold |
125
| – | – | 0.01% | 465 |
|
|
2024
Q2 | $15.6K | Hold |
125
| – | – | 0.01% | 472 |
|
|
2024
Q1 | $15.2K | Hold |
125
| – | – | 0.01% | 480 |
|
|
2023
Q4 | $15.1K | Sell |
125
-40
| -24% | -$4.84K | 0.01% | 478 |
|
|
2023
Q3 | $17.5K | Hold |
165
| – | – | 0.01% | 484 |
|
|
2023
Q2 | $18.9K | Hold |
165
| – | – | 0.01% | 481 |
|
|
2023
Q1 | $21.4K | Hold |
165
| – | – | 0.01% | 469 |
|
|
2022
Q4 | $18.6K | Hold |
165
| – | – | 0.01% | 498 |
|
|
2022
Q3 | $15K | Hold |
165
| – | – | 0.01% | 533 |
|
|
2022
Q2 | $18K | Sell |
165
-150
| -48% | -$16.4K | 0.01% | 531 |
|
|
2022
Q1 | $45K | Hold |
315
| – | – | 0.02% | 451 |
|
|
2021
Q4 | $33K | Hold |
315
| – | – | 0.01% | 532 |
|
|
2021
Q3 | $30K | Hold |
315
| – | – | 0.01% | 541 |
|
|
2021
Q2 | $36K | Hold |
315
| – | – | 0.01% | 574 |
|
|
2021
Q1 | $34K | Sell |
315
-1,300
| -80% | -$140K | 0.01% | 579 |
|
|
2020
Q4 | $172K | Sell |
1,615
-500
| -24% | -$53.3K | 0.05% | 265 |
|
|
2020
Q3 | $254K | Hold |
2,115
| – | – | 0.09% | 210 |
|
|
2020
Q2 | $263K | Buy |
2,115
+40
| +2% | +$4.97K | 0.09% | 203 |
|
|
2020
Q1 | $182K | Sell |
2,075
-800
| -28% | -$70.2K | 0.07% | 233 |
|
|
2019
Q4 | $351K | Sell |
2,875
-250
| -8% | -$30.5K | 0.1% | 195 |
|
|
2019
Q3 | $385K | Buy |
3,125
+450
| +17% | +$55.4K | 0.12% | 179 |
|
|
2019
Q2 | $274K | Hold |
2,675
| – | – | 0.09% | 219 |
|
|
2019
Q1 | $243K | Buy |
2,675
+150
| +6% | +$13.6K | 0.08% | 245 |
|
|
2018
Q4 | $216K | Buy |
+2,525
| New | +$216K | 0.07% | 241 |
|
|
2014
Q1 | – | Sell |
-200
| Closed | -$9K | – | 772 |
|
|
2013
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 622 |
|
|
2013
Q3 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 580 |
|