RFG Advisory’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
19,848
+1,665
| +9% | +$171K | 0.05% | 297 |
|
|
2025
Q1 | $1.56M | Buy |
18,183
+4,005
| +28% | +$345K | 0.04% | 316 |
|
|
2024
Q4 | $1.49M | Sell |
14,178
-553
| -4% | -$58.1K | 0.04% | 304 |
|
|
2024
Q3 | $1.75M | Buy |
14,731
+220
| +2% | +$26.1K | 0.05% | 273 |
|
|
2024
Q2 | $1.3M | Sell |
14,511
-415
| -3% | -$37.2K | 0.04% | 307 |
|
|
2024
Q1 | $1.2M | Sell |
14,926
-1,141
| -7% | -$91.5K | 0.04% | 315 |
|
|
2023
Q4 | $1.12M | Sell |
16,067
-717
| -4% | -$50.2K | 0.04% | 304 |
|
|
2023
Q3 | $998K | Sell |
16,784
-3,813
| -19% | -$227K | 0.04% | 288 |
|
|
2023
Q2 | $1.17M | Sell |
20,597
-4,181
| -17% | -$238K | 0.05% | 260 |
|
|
2023
Q1 | $1.31M | Sell |
24,778
-651
| -3% | -$34.4K | 0.06% | 227 |
|
|
2022
Q4 | $1.41M | Sell |
25,429
-1,854
| -7% | -$103K | 0.07% | 211 |
|
|
2022
Q3 | $1.38M | Sell |
27,283
-585
| -2% | -$29.5K | 0.08% | 200 |
|
|
2022
Q2 | $1.46M | Buy |
27,868
+753
| +3% | +$39.4K | 0.08% | 180 |
|
|
2022
Q1 | $1.5M | Sell |
27,115
-756
| -3% | -$41.9K | 0.1% | 146 |
|
|
2021
Q4 | $1.46M | Sell |
27,871
-971
| -3% | -$50.8K | 0.1% | 145 |
|
|
2021
Q3 | $1.25M | Sell |
28,842
-4,074
| -12% | -$177K | 0.1% | 145 |
|
|
2021
Q2 | $1.39M | Sell |
32,916
-3,642
| -10% | -$154K | 0.12% | 130 |
|
|
2021
Q1 | $1.35M | Sell |
36,558
-17,157
| -32% | -$635K | 0.15% | 115 |
|
|
2020
Q4 | $1.53M | Buy |
53,715
+789
| +1% | +$22.5K | 0.2% | 95 |
|
|
2020
Q3 | $1.42M | Buy |
52,926
+22,740
| +75% | +$609K | 0.2% | 98 |
|
|
2020
Q2 | $788K | Sell |
30,186
-1,380
| -4% | -$36K | 0.12% | 155 |
|
|
2020
Q1 | $751K | Buy |
31,566
+5,684
| +22% | +$135K | 0.14% | 140 |
|
|
2019
Q4 | $825K | Buy |
25,882
+1,701
| +7% | +$54.2K | 0.14% | 138 |
|
|
2019
Q3 | $783K | Buy |
+24,181
| New | +$783K | 0.16% | 113 |
|