RFS
Richardson Financial Services’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,300
| Closed | -$500K | – | 612 |
|
|
2025
Q1 | $500K | Hold |
2,300
| – | – | 0.38% | 79 |
|
|
2024
Q4 | $418K | Sell |
2,300
-187
| -8% | -$34K | 0.29% | 91 |
|
|
2024
Q3 | $483K | Hold |
2,487
| – | – | 0.31% | 81 |
|
|
2024
Q2 | $483K | Sell |
2,487
-165
| -6% | -$32.1K | 0.35% | 76 |
|
|
2024
Q1 | $524K | Buy |
2,652
+1,047
| +65% | +$207K | 0.37% | 78 |
|
|
2023
Q4 | $346K | Buy |
+1,605
| New | +$346K | 0.3% | 94 |
|