Steward Partners Investment Advisory’s RH RH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $114K | Buy |
605
+65
| +12% | +$12.3K | ﹤0.01% | 2035 |
|
2025
Q1 | $127K | Sell |
540
-9
| -2% | -$2.11K | ﹤0.01% | 1886 |
|
2024
Q4 | $216K | Buy |
549
+31
| +6% | +$12.2K | ﹤0.01% | 1563 |
|
2024
Q3 | $173K | Buy |
518
+26
| +5% | +$8.7K | ﹤0.01% | 1596 |
|
2024
Q2 | $120K | Sell |
492
-30
| -6% | -$7.33K | ﹤0.01% | 1694 |
|
2024
Q1 | $182K | Sell |
522
-465
| -47% | -$162K | ﹤0.01% | 1478 |
|
2023
Q4 | $288K | Buy |
987
+479
| +94% | +$140K | ﹤0.01% | 1232 |
|
2023
Q3 | $134K | Sell |
508
-291
| -36% | -$76.9K | ﹤0.01% | 1440 |
|
2023
Q2 | $263K | Sell |
799
-141
| -15% | -$46.5K | ﹤0.01% | 1171 |
|
2023
Q1 | $229K | Buy |
940
+108
| +13% | +$26.3K | ﹤0.01% | 1218 |
|
2022
Q4 | $222K | Buy |
832
+22
| +3% | +$5.88K | ﹤0.01% | 1198 |
|
2022
Q3 | $199K | Sell |
810
-50
| -6% | -$12.3K | ﹤0.01% | 1205 |
|
2022
Q2 | $183K | Sell |
860
-315
| -27% | -$67K | ﹤0.01% | 1240 |
|
2022
Q1 | $383K | Buy |
1,175
+460
| +64% | +$150K | 0.01% | 1020 |
|
2021
Q4 | $383K | Buy |
715
+120
| +20% | +$64.3K | 0.01% | 1046 |
|
2021
Q3 | $397K | Sell |
595
-20
| -3% | -$13.3K | 0.01% | 996 |
|
2021
Q2 | $418K | Sell |
615
-2,810
| -82% | -$1.91M | 0.01% | 1006 |
|
2021
Q1 | $2.04M | Hold |
3,425
| – | – | 0.04% | 425 |
|
2020
Q4 | $1.53M | Hold |
3,425
| – | – | 0.03% | 431 |
|
2020
Q3 | $1.31M | Sell |
3,425
-50
| -1% | -$19.1K | 0.03% | 406 |
|
2020
Q2 | $865K | Buy |
3,475
+2,910
| +515% | +$724K | 0.02% | 493 |
|
2020
Q1 | $56K | Sell |
565
-15
| -3% | -$1.49K | ﹤0.01% | 1216 |
|
2019
Q4 | $123K | Buy |
580
+400
| +222% | +$84.8K | ﹤0.01% | 1042 |
|
2019
Q3 | $30K | Sell |
180
-50
| -22% | -$8.33K | ﹤0.01% | 1583 |
|
2019
Q2 | $26K | Buy |
+230
| New | +$26K | ﹤0.01% | 1605 |
|
2018
Q4 | – | Sell |
-130
| Closed | -$17K | – | 1854 |
|
2018
Q3 | $17K | Hold |
130
| – | – | ﹤0.01% | 1635 |
|
2018
Q2 | $18K | Hold |
130
| – | – | ﹤0.01% | 1511 |
|
2018
Q1 | $12K | Buy |
130
+55
| +73% | +$5.08K | ﹤0.01% | 1524 |
|
2017
Q4 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 1474 |
|