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RFG Advisory’s Unity U Stock Holding History

RFG Advisory’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$435K Buy
17,976
+2,411
+15% +$58.3K 0.01% 685
2025
Q1 		$305K Buy
+15,565
New +$305K 0.01% 712