RFG Advisory’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
2,055
+53
| +3% | +$41.7K | 0.04% | 349 |
|
|
2025
Q1 | $1.23M | Sell |
2,002
-822
| -29% | -$505K | 0.03% | 362 |
|
|
2024
Q4 | $1.77M | Sell |
2,824
-325
| -10% | -$204K | 0.05% | 276 |
|
|
2024
Q3 | $1.96M | Buy |
3,149
+225
| +8% | +$140K | 0.06% | 252 |
|
|
2024
Q2 | $1.92M | Sell |
2,924
-41
| -1% | -$26.9K | 0.06% | 226 |
|
|
2024
Q1 | $1.93M | Buy |
2,965
+1,006
| +51% | +$654K | 0.07% | 227 |
|
|
2023
Q4 | $1.22M | Buy |
1,959
+114
| +6% | +$71.3K | 0.05% | 285 |
|
|
2023
Q3 | $943K | Buy |
1,845
+173
| +10% | +$88.4K | 0.04% | 303 |
|
|
2023
Q2 | $766K | Buy |
1,672
+8
| +0.5% | +$3.67K | 0.03% | 344 |
|
|
2023
Q1 | $742K | Sell |
1,664
-78
| -4% | -$34.8K | 0.04% | 330 |
|
|
2022
Q4 | $738K | Buy |
1,742
+22
| +1% | +$9.32K | 0.04% | 329 |
|
|
2022
Q3 | $658K | Buy |
1,720
+132
| +8% | +$50.5K | 0.04% | 323 |
|
|
2022
Q2 | $745K | Sell |
1,588
-97
| -6% | -$45.5K | 0.04% | 281 |
|
|
2022
Q1 | $810K | Buy |
1,685
+158
| +10% | +$76K | 0.05% | 227 |
|
|
2021
Q4 | $982K | Buy |
1,527
+5
| +0.3% | +$3.22K | 0.07% | 185 |
|
|
2021
Q3 | $821K | Sell |
1,522
-154
| -9% | -$83.1K | 0.07% | 201 |
|
|
2021
Q2 | $822K | Sell |
1,676
-84
| -5% | -$41.2K | 0.07% | 194 |
|
|
2021
Q1 | $674K | Sell |
1,760
-49
| -3% | -$18.8K | 0.07% | 206 |
|
|
2020
Q4 | $677K | Sell |
1,809
-8
| -0.4% | -$2.99K | 0.09% | 193 |
|
|
2020
Q3 | $593K | Buy |
1,817
+127
| +8% | +$41.4K | 0.08% | 204 |
|
|
2020
Q2 | $501K | Buy |
1,690
+112
| +7% | +$33.2K | 0.08% | 205 |
|
|
2020
Q1 | $363K | Buy |
1,578
+423
| +37% | +$97.3K | 0.07% | 228 |
|
|
2019
Q4 | $303K | Buy |
+1,155
| New | +$303K | 0.05% | 282 |
|