Steward Partners Investment Advisory’s The RMR Group RMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82 | Hold |
5
| – | – | ﹤0.01% | 4047 |
|
|
2025
Q1 | $83 | Hold |
5
| – | – | ﹤0.01% | 3949 |
|
|
2024
Q4 | $103 | Hold |
5
| – | – | ﹤0.01% | 3921 |
|
|
2024
Q3 | $127 | Hold |
5
| – | – | ﹤0.01% | 3666 |
|
|
2024
Q2 | $113 | Hold |
5
| – | – | ﹤0.01% | 3553 |
|
|
2024
Q1 | $120 | Hold |
5
| – | – | ﹤0.01% | 3498 |
|
|
2023
Q4 | $141 | Sell |
5
-8
| -62% | -$226 | ﹤0.01% | 3429 |
|
|
2023
Q3 | $319 | Hold |
13
| – | – | ﹤0.01% | 3275 |
|
|
2023
Q2 | $301 | Buy |
13
+8
| +160% | +$185 | ﹤0.01% | 3218 |
|
|
2023
Q1 | $131 | Hold |
5
| – | – | ﹤0.01% | 3249 |
|
|
2022
Q4 | $141 | Sell |
5
-6
| -55% | -$169 | ﹤0.01% | 3277 |
|
|
2022
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 3362 |
|
|
2022
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 3351 |
|
|
2022
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 3360 |
|
|
2021
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 3301 |
|
|
2021
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 3302 |
|
|
2021
Q2 | $0 | Sell |
11
-6
| -35% | – | ﹤0.01% | 7343 |
|
|
2021
Q1 | $694 | Sell |
17
-2
| -11% | -$82 | ﹤0.01% | 3334 |
|
|
2020
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 2806 |
|
|
2020
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 2683 |
|
|
2020
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 2605 |
|
|
2020
Q1 | $0 | Sell |
19
-8
| -30% | – | ﹤0.01% | 2670 |
|
|
2019
Q4 | $1K | Buy |
27
+8
| +42% | +$296 | ﹤0.01% | 2536 |
|
|
2019
Q3 | $0 | Hold |
19
| – | – | ﹤0.01% | 2743 |
|
|
2019
Q2 | $0 | Buy |
+19
| New | – | ﹤0.01% | 2679 |
|
|
2018
Q4 | – | Sell |
-29
| Closed | -$3K | – | 1862 |
|
|
2018
Q3 | $3K | Buy |
29
+11
| +61% | +$1.14K | ﹤0.01% | 2295 |
|
|
2018
Q2 | $1K | Buy |
18
+5
| +38% | +$278 | ﹤0.01% | 2382 |
|
|
2018
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 2310 |
|
|
2017
Q4 | $0 | Buy |
13
+11
| +550% | – | ﹤0.01% | 1936 |
|
|
2017
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1746 |
|
|
2017
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1685 |
|
|
2017
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1555 |
|
|
2016
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 889 |
|