RWM
RKL Wealth Management’s Orrstown Financial Services ORRF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
12,392
+87
| +0.7% | +$2.77K | 0.03% | 139 |
|
|
2025
Q1 | $369K | Sell |
12,305
-37
| -0.3% | -$1.11K | 0.03% | 140 |
|
|
2024
Q4 | $452K | Buy |
12,342
+56
| +0.5% | +$2.05K | 0.04% | 129 |
|
|
2024
Q3 | $442K | Buy |
12,286
+2,281
| +23% | +$82K | 0.04% | 110 |
|
|
2024
Q2 | $274K | Buy |
10,005
+74
| +0.7% | +$2.03K | 0.03% | 122 |
|
|
2024
Q1 | $266K | Sell |
9,931
-26
| -0.3% | -$696 | 0.03% | 127 |
|
|
2023
Q4 | $294K | Buy |
9,957
+279
| +3% | +$8.23K | 0.03% | 121 |
|
|
2023
Q3 | $203K | Buy |
+9,678
| New | +$203K | 0.02% | 128 |
|
|
2023
Q1 | – | Sell |
-9,768
| Closed | -$226K | – | 133 |
|
|
2022
Q4 | $226K | Sell |
9,768
-53
| -0.5% | -$1.23K | 0.03% | 123 |
|
|
2022
Q3 | $235K | Hold |
9,821
| – | – | 0.03% | 120 |
|
|
2022
Q2 | $237K | Buy |
9,821
+602
| +7% | +$14.5K | 0.03% | 123 |
|
|
2022
Q1 | $211K | Buy |
+9,219
| New | +$211K | 0.03% | 140 |
|