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Rice Hall James & Associates’s Clear Secure YOU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$29M Sell
1,043,840
-13,031
-1% -$362K 1.56% 17
2025
Q1
$27.4M Sell
1,056,871
-6,298
-0.6% -$163K 1.61% 17
2024
Q4
$28.3M Sell
1,063,169
-311,501
-23% -$8.3M 1.56% 15
2024
Q3
$45.6M Buy
1,374,670
+175,021
+15% +$5.8M 2.47% 6
2024
Q2
$22.4M Buy
1,199,649
+902,436
+304% +$16.9M 1.35% 18
2024
Q1
$6.32M Buy
+297,213
New +$6.32M 0.36% 63