SFPG
Stonebridge Financial Planning Group’s RTX Corp RTX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.01M | Sell |
6,927
-231
| -3% | -$33.7K | 0.42% | 69 |
|
2025
Q1 | $948K | Buy |
7,158
+2
| +0% | +$265 | 0.43% | 73 |
|
2024
Q4 | $828K | Buy |
7,156
+268
| +4% | +$31K | 0.37% | 76 |
|
2024
Q3 | $835K | Sell |
6,888
-161
| -2% | -$19.5K | 0.4% | 70 |
|
2024
Q2 | $708K | Sell |
7,049
-781
| -10% | -$78.4K | 0.36% | 80 |
|
2024
Q1 | $764K | Sell |
7,830
-928
| -11% | -$90.5K | 0.4% | 74 |
|
2023
Q4 | $737K | Sell |
8,758
-230
| -3% | -$19.4K | 0.42% | 64 |
|
2023
Q3 | $647K | Sell |
8,988
-463
| -5% | -$33.3K | 0.41% | 62 |
|
2023
Q2 | $926K | Buy |
9,451
+2
| +0% | +$196 | 0.56% | 52 |
|
2023
Q1 | $925K | Buy |
9,449
+2
| +0% | +$196 | 0.6% | 54 |
|
2022
Q4 | $953K | Buy |
9,447
+2
| +0% | +$202 | 0.63% | 54 |
|
2022
Q3 | $773K | Buy |
9,445
+174
| +2% | +$14.2K | 0.54% | 55 |
|
2022
Q2 | $891K | Sell |
9,271
-43
| -0.5% | -$4.13K | 0.6% | 53 |
|
2022
Q1 | $923K | Sell |
9,314
-702
| -7% | -$69.6K | 0.52% | 50 |
|
2021
Q4 | $905K | Buy |
10,016
+4
| +0% | +$361 | 0.47% | 50 |
|
2021
Q3 | $888K | Sell |
10,012
-82
| -0.8% | -$7.27K | 0.43% | 52 |
|
2021
Q2 | $870K | Sell |
10,094
-811
| -7% | -$69.9K | 0.46% | 47 |
|
2021
Q1 | $858K | Sell |
10,905
-1,415
| -11% | -$111K | 0.5% | 44 |
|
2020
Q4 | $881K | Sell |
12,320
-903
| -7% | -$64.6K | 0.56% | 41 |
|
2020
Q3 | $817K | Sell |
13,223
-2,432
| -16% | -$150K | 0.59% | 40 |
|
2020
Q2 | $967K | Buy |
+15,655
| New | +$967K | 0.82% | 34 |
|
2020
Q1 | – | Sell |
-100
| Closed | -$15K | – | 420 |
|
2019
Q4 | $15K | Buy |
+100
| New | +$15K | 0.01% | 262 |
|