RFG Advisory’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $439K | Sell |
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|
2024
Q4 | $551K | Sell |
|
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|
2024
Q3 | $630K | Buy |
|
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|
2024
Q2 | $505K | Sell |
|
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|
2024
Q1 | $609K | Buy |
|
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|
2023
Q4 | $589K | Buy |
|
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|
2023
Q3 | $438K | Sell |
|
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|
2023
Q2 | $403K | Buy |
|
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|
2023
Q1 | $467K | Sell |
|
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|
2022
Q4 | $474K | Buy |
|
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|
2022
Q3 | $373K | Sell |
|
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|
2022
Q2 | $398K | Buy |
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|
2022
Q1 | $390K | Sell |
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|
2021
Q4 | $486K | Buy |
|
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|
2021
Q3 | $449K | Sell |
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|
2021
Q2 | $418K | Buy |
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|
2021
Q1 | $328K | Buy |
|