RSWM
Robertson Stephens Wealth Management’s BGC Group BGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Buy |
1,559,058
+15,795
| +1% | +$162K | 0.51% | 38 |
|
|
2025
Q1 | $14.2M | Buy |
1,543,263
+5,789
| +0.4% | +$53.1K | 0.49% | 39 |
|
|
2024
Q4 | $13.9M | Buy |
1,537,474
+54,705
| +4% | +$496K | 0.49% | 40 |
|
|
2024
Q3 | $13.6M | Buy |
1,482,769
+21,851
| +1% | +$201K | 0.49% | 44 |
|
|
2024
Q2 | $12.1M | Buy |
1,460,918
+31,388
| +2% | +$261K | 0.61% | 30 |
|
|
2024
Q1 | $11.1M | Buy |
1,429,530
+32,792
| +2% | +$255K | 0.59% | 33 |
|
|
2023
Q4 | $10.1M | Buy |
1,396,738
+10,004
| +0.7% | +$72.2K | 0.61% | 31 |
|
|
2023
Q3 | $7.32M | Sell |
1,386,734
-4,836
| -0.3% | -$25.5K | 0.49% | 41 |
|
|
2023
Q2 | $6.16M | Buy |
1,391,570
+20,734
| +2% | +$91.9K | 0.44% | 47 |
|
|
2023
Q1 | $7.17M | Buy |
1,370,836
+29,206
| +2% | +$153K | 0.55% | 35 |
|
|
2022
Q4 | $5.06M | Buy |
1,341,630
+35,194
| +3% | +$133K | 0.49% | 47 |
|
|
2022
Q3 | $4.1M | Buy |
1,306,436
+63,075
| +5% | +$198K | 0.43% | 46 |
|
|
2022
Q2 | $4.19M | Sell |
1,243,361
-155,675
| -11% | -$525K | 0.4% | 47 |
|
|
2022
Q1 | $6.16M | Buy |
1,399,036
+62,642
| +5% | +$276K | 0.52% | 35 |
|
|
2021
Q4 | $6.21M | Buy |
1,336,394
+75,074
| +6% | +$349K | 0.52% | 40 |
|
|
2021
Q3 | $6.57M | Buy |
1,261,320
+138,246
| +12% | +$720K | 0.74% | 29 |
|
|
2021
Q2 | $6.37M | Buy |
1,123,074
+58,256
| +5% | +$330K | 0.76% | 26 |
|
|
2021
Q1 | $5.14M | Buy |
1,064,818
+321,380
| +43% | +$1.55M | 0.82% | 27 |
|
|
2020
Q4 | $2.97M | Buy |
743,438
+18,799
| +3% | +$75.2K | 0.62% | 37 |
|
|
2020
Q3 | $1.74M | Buy |
724,639
+168,610
| +30% | +$405K | 0.43% | 50 |
|
|
2020
Q2 | $1.52M | Sell |
556,029
-56,441
| -9% | -$155K | 0.44% | 52 |
|
|
2020
Q1 | $1.54M | Buy |
+612,470
| New | +$1.54M | 0.53% | 46 |
|