Summit Global Investments’s Regional Management Corp RM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,392
| Closed | -$209K | – | 619 |
|
2024
Q3 | $209K | Buy |
+6,392
| New | +$209K | 0.01% | 485 |
|
2024
Q2 | – | Sell |
-10,277
| Closed | -$249K | – | 566 |
|
2024
Q1 | $249K | Sell |
10,277
-17,678
| -63% | -$428K | 0.02% | 438 |
|
2023
Q4 | $701K | Buy |
27,955
+6,298
| +29% | +$158K | 0.05% | 283 |
|
2023
Q3 | $599K | Buy |
+21,657
| New | +$599K | 0.04% | 311 |
|
2022
Q2 | – | Sell |
-6,800
| Closed | -$330K | – | 518 |
|
2022
Q1 | $330K | Buy |
+6,800
| New | +$330K | 0.02% | 395 |
|