Richardson Financial Services’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1K | Hold |
1,000
| – | – | 0.01% | 387 |
|
|
2025
Q1 | $12.1K | Hold |
1,000
| – | – | 0.01% | 360 |
|
|
2024
Q4 | $11.6K | Sell |
1,000
-1,000
| -50% | -$11.6K | 0.01% | 382 |
|
|
2024
Q3 | $24.7K | Buy |
2,000
+1,000
| +100% | +$12.3K | 0.02% | 320 |
|
|
2024
Q2 | $11.6K | Hold |
1,000
| – | – | 0.01% | 377 |
|
|
2024
Q1 | $11.9K | Buy |
+1,000
| New | +$11.9K | 0.01% | 390 |
|