United Capital Financial Advisors’s Royal Gold RGLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,543
| Closed | -$719K | – | 954 |
|
|
2023
Q1 | $719K | Sell |
5,543
-909
| -14% | -$118K | ﹤0.01% | 652 |
|
|
2022
Q4 | $727K | Sell |
6,452
-2,979
| -32% | -$336K | ﹤0.01% | 689 |
|
|
2022
Q3 | $885K | Sell |
9,431
-1,976
| -17% | -$185K | 0.01% | 639 |
|
|
2022
Q2 | $1.22M | Buy |
11,407
+68
| +0.6% | +$7.26K | 0.01% | 598 |
|
|
2022
Q1 | $1.6M | Buy |
11,339
+8
| +0.1% | +$1.13K | 0.01% | 561 |
|
|
2021
Q4 | $1.19M | Sell |
11,331
-1,226
| -10% | -$129K | 0.01% | 641 |
|
|
2021
Q3 | $1.2M | Sell |
12,557
-7
| -0.1% | -$668 | 0.01% | 626 |
|
|
2021
Q2 | $1.43M | Buy |
12,564
+1
| +0% | +$114 | 0.01% | 613 |
|
|
2021
Q1 | $1.35M | Sell |
12,563
-2,533
| -17% | -$273K | 0.01% | 592 |
|
|
2020
Q4 | $1.61M | Sell |
15,096
-2,266
| -13% | -$241K | 0.01% | 554 |
|
|
2020
Q3 | $2.09M | Sell |
17,362
-521
| -3% | -$62.6K | 0.01% | 487 |
|
|
2020
Q2 | $2.22M | Buy |
17,883
+200
| +1% | +$24.9K | 0.02% | 492 |
|
|
2020
Q1 | $1.55M | Buy |
17,683
+507
| +3% | +$44.5K | 0.01% | 544 |
|
|
2019
Q4 | $2.1M | Buy |
17,176
+2,638
| +18% | +$323K | 0.01% | 596 |
|
|
2019
Q3 | $1.79M | Buy |
14,538
+2,934
| +25% | +$361K | 0.01% | 609 |
|
|
2019
Q2 | $1.18M | Buy |
+11,604
| New | +$1.18M | 0.01% | 754 |
|