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Richardson Financial Services’s Catalyst Pharmaceutical CPRX Stock Holding History

Richardson Financial Services’s Portfolio CPRX Stock Details CPRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.6K Buy
+1,358
New +$32.4K 0.02% 355
2025
Q3 		– Sell
-525
Closed -$11.1K – 530
2025
Q2 		$11.1K Buy
525
+91
+21% +$2.15K 0.01% 400
2025
Q1 		$10.5K Hold
434
– – 0.01% 376
2024
Q4 		$9.14K Buy
+434
New +$9.32K 0.01% 406
2024
Q1 		– Sell
-493
Closed -$8.29K – 627
2023
Q4 		$8.29K Buy
+493
New +$6.74K 0.01% 325

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VCM
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American Century Companies
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DM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM