RFG Advisory’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144K | Sell |
16,927
-55
| -0.3% | -$466 | ﹤0.01% | 907 |
|
|
2025
Q1 | $132K | Sell |
16,982
-1,879
| -10% | -$14.6K | ﹤0.01% | 842 |
|
|
2024
Q4 | $152K | Buy |
18,861
+267
| +1% | +$2.15K | ﹤0.01% | 751 |
|
|
2024
Q3 | $141K | Hold |
18,594
| – | – | ﹤0.01% | 721 |
|
|
2024
Q2 | $115K | Hold |
18,594
| – | – | ﹤0.01% | 689 |
|
|
2024
Q1 | $102K | Sell |
18,594
-1,000
| -5% | -$5.51K | ﹤0.01% | 704 |
|
|
2023
Q4 | $123K | Sell |
19,594
-700
| -3% | -$4.41K | ﹤0.01% | 636 |
|
|
2023
Q3 | $98.6K | Hold |
20,294
| – | – | ﹤0.01% | 611 |
|
|
2023
Q2 | $111K | Buy |
20,294
+1,000
| +5% | +$5.45K | ﹤0.01% | 617 |
|
|
2023
Q1 | $113K | Buy |
19,294
+91
| +0.5% | +$532 | 0.01% | 614 |
|
|
2022
Q4 | $113K | Hold |
19,203
| – | – | 0.01% | 597 |
|
|
2022
Q3 | $108K | Buy |
19,203
+359
| +2% | +$2.02K | 0.01% | 599 |
|
|
2022
Q2 | $144K | Buy |
18,844
+814
| +5% | +$6.22K | 0.01% | 545 |
|
|
2022
Q1 | $165K | Buy |
18,030
+86
| +0.5% | +$787 | 0.01% | 495 |
|
|
2021
Q4 | $195K | Hold |
17,944
| – | – | 0.01% | 462 |
|
|
2021
Q3 | $201K | Buy |
17,944
+175
| +1% | +$1.96K | 0.02% | 408 |
|
|
2021
Q2 | $224K | Hold |
17,769
| – | – | 0.02% | 402 |
|
|
2021
Q1 | $234K | Sell |
17,769
-33
| -0.2% | -$435 | 0.03% | 388 |
|
|
2020
Q4 | $215K | Sell |
17,802
-550
| -3% | -$6.64K | 0.03% | 405 |
|
|
2020
Q3 | $200K | Sell |
18,352
-1,396
| -7% | -$15.2K | 0.03% | 383 |
|
|
2020
Q2 | $184K | Sell |
19,748
-425
| -2% | -$3.96K | 0.03% | 375 |
|
|
2020
Q1 | $163K | Hold |
20,173
| – | – | 0.03% | 333 |
|
|
2019
Q4 | $177K | Hold |
20,173
| – | – | 0.03% | 355 |
|
|
2019
Q3 | $161K | Hold |
20,173
| – | – | 0.03% | 322 |
|
|
2019
Q2 | $192K | Buy |
20,173
+1,200
| +6% | +$11.4K | 0.04% | 311 |
|
|
2019
Q1 | $174K | Buy |
+18,973
| New | +$174K | 0.04% | 264 |
|