Prospera Financial Services’s RiverFront Dynamic Core Income RFCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.32M | Buy |
191,313
+2,124
| +1% | +$48K | 0.08% | 260 |
|
2025
Q1 | $4.26M | Sell |
189,189
-4,004
| -2% | -$90.1K | 0.1% | 225 |
|
2024
Q4 | $4.29M | Buy |
193,193
+717
| +0.4% | +$15.9K | 0.1% | 221 |
|
2024
Q3 | $4.41M | Sell |
192,476
-3,672
| -2% | -$84.1K | 0.11% | 200 |
|
2024
Q2 | $4.35M | Sell |
196,148
-3,521
| -2% | -$78.1K | 0.12% | 183 |
|
2024
Q1 | $4.46M | Buy |
199,669
+18,898
| +10% | +$422K | 0.13% | 166 |
|
2023
Q4 | $4.09M | Buy |
180,771
+5,421
| +3% | +$123K | 0.14% | 170 |
|
2023
Q3 | $3.76M | Buy |
175,350
+64,284
| +58% | +$1.38M | 0.15% | 158 |
|
2023
Q2 | $2.47M | Sell |
111,066
-1,165
| -1% | -$25.9K | 0.09% | 234 |
|
2023
Q1 | $2.52M | Buy |
112,231
+6,129
| +6% | +$138K | 0.1% | 237 |
|
2022
Q4 | $2.35M | Sell |
106,102
-213,261
| -67% | -$4.72M | 0.12% | 205 |
|
2022
Q3 | $6.96M | Buy |
319,363
+16,244
| +5% | +$354K | 0.36% | 50 |
|
2022
Q2 | $6.85M | Buy |
303,119
+25,467
| +9% | +$576K | 0.35% | 49 |
|
2022
Q1 | $6.52M | Sell |
277,652
-15,743
| -5% | -$370K | 0.27% | 81 |
|
2021
Q4 | $7.31M | Sell |
293,395
-3,362
| -1% | -$83.8K | 0.32% | 62 |
|
2021
Q3 | $7.54M | Buy |
296,757
+42,685
| +17% | +$1.09M | 0.38% | 44 |
|
2021
Q2 | $6.49M | Buy |
254,072
+22,029
| +9% | +$563K | 0.33% | 56 |
|
2021
Q1 | $5.85M | Buy |
232,043
+27,413
| +13% | +$692K | 0.35% | 48 |
|
2020
Q4 | $5.36M | Buy |
+204,630
| New | +$5.36M | 0.37% | 45 |
|
2020
Q3 | – | Sell |
-198,432
| Closed | -$5.2M | – | 1682 |
|
2020
Q2 | $5.2M | Buy |
198,432
+3,157
| +2% | +$82.7K | 0.46% | 30 |
|
2020
Q1 | $4.96M | Sell |
195,275
-22,273
| -10% | -$566K | 0.53% | 28 |
|
2019
Q4 | $5.46M | Sell |
217,548
-26,702
| -11% | -$670K | 0.42% | 30 |
|
2019
Q3 | $6.17M | Buy |
244,250
+1,687
| +0.7% | +$42.6K | 0.63% | 17 |
|
2019
Q2 | $6.05M | Buy |
+242,563
| New | +$6.05M | 0.68% | 15 |
|
2019
Q1 | – | Sell |
-63,252
| Closed | -$1.5M | – | 418 |
|
2018
Q4 | $1.5M | Buy |
63,252
+7,003
| +12% | +$167K | 0.3% | 80 |
|
2018
Q3 | $1.33M | Sell |
56,249
-80,786
| -59% | -$1.92M | 0.25% | 93 |
|
2018
Q2 | $3.29M | Buy |
137,035
+61,056
| +80% | +$1.46M | 0.45% | 40 |
|
2018
Q1 | $1.82M | Sell |
75,979
-14,361
| -16% | -$344K | 0.25% | 84 |
|
2017
Q4 | $2.23M | Buy |
90,340
+5,646
| +7% | +$139K | 0.34% | 61 |
|
2017
Q3 | $2.1M | Buy |
84,694
+22,367
| +36% | +$555K | 0.32% | 67 |
|
2017
Q2 | $1.54M | Buy |
62,327
+17,331
| +39% | +$427K | 0.25% | 83 |
|
2017
Q1 | $1.11M | Buy |
+44,996
| New | +$1.11M | 0.2% | 103 |
|