RFS
Richardson Financial Services’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Buy |
975
+30
| +3% | +$15.9K | 0.35% | 83 |
|
|
2025
Q1 | $480K | Sell |
945
-24
| -2% | -$12.2K | 0.37% | 84 |
|
|
2024
Q4 | $482K | Buy |
969
+19
| +2% | +$9.45K | 0.34% | 80 |
|
|
2024
Q3 | $424K | Buy |
950
+3
| +0.3% | +$1.34K | 0.27% | 94 |
|
|
2024
Q2 | $422K | Sell |
947
-97
| -9% | -$43.3K | 0.3% | 89 |
|
|
2024
Q1 | $444K | Buy |
1,044
+88
| +9% | +$37.4K | 0.31% | 90 |
|
|
2023
Q4 | $421K | Buy |
+956
| New | +$421K | 0.37% | 79 |
|