Valeo Financial Advisors’s Rithm Capital RITM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $215K | Buy |
+19,063
| New | +$215K | 0.01% | 683 |
|
2025
Q1 | – | Sell |
-18,795
| Closed | -$204K | – | 713 |
|
2024
Q4 | $204K | Hold |
18,795
| – | – | 0.01% | 643 |
|
2024
Q3 | $213K | Hold |
18,795
| – | – | 0.01% | 631 |
|
2024
Q2 | $205K | Hold |
18,795
| – | – | 0.01% | 604 |
|
2024
Q1 | $209K | Hold |
18,795
| – | – | 0.01% | 597 |
|
2023
Q4 | $201K | Sell |
18,795
-10
| -0.1% | -$107 | 0.01% | 593 |
|
2023
Q3 | $175K | Buy |
+18,805
| New | +$175K | 0.01% | 574 |
|
2023
Q2 | – | Sell |
-19,598
| Closed | -$157K | – | 635 |
|
2023
Q1 | $157K | Buy |
+19,598
| New | +$157K | 0.01% | 564 |
|
2022
Q3 | – | Sell |
-17,855
| Closed | -$166K | – | 506 |
|
2022
Q2 | $166K | Buy |
17,855
+355
| +2% | +$3.3K | 0.01% | 438 |
|
2022
Q1 | $192K | Hold |
17,500
| – | – | 0.01% | 524 |
|
2021
Q4 | $187K | Hold |
17,500
| – | – | 0.01% | 502 |
|
2021
Q3 | $192K | Hold |
17,500
| – | – | 0.01% | 481 |
|
2021
Q2 | $185K | Hold |
17,500
| – | – | 0.01% | 421 |
|
2021
Q1 | $197K | Sell |
17,500
-200
| -1% | -$2.25K | 0.01% | 433 |
|
2020
Q4 | $176K | Buy |
17,700
+200
| +1% | +$1.99K | 0.01% | 433 |
|
2020
Q3 | $139K | Hold |
17,500
| – | – | 0.01% | 393 |
|
2020
Q2 | $130K | Buy |
+17,500
| New | +$130K | 0.01% | 408 |
|
2019
Q1 | – | Hold |
0
| – | – | – | 1653 |
|
2018
Q4 | – | Sell |
-61
| Closed | -$1K | – | 1679 |
|
2018
Q3 | $1K | Hold |
61
| – | – | ﹤0.01% | 1663 |
|
2018
Q2 | $1K | Hold |
61
| – | – | ﹤0.01% | 1499 |
|
2018
Q1 | $1K | Hold |
61
| – | – | ﹤0.01% | 1456 |
|
2017
Q4 | $1K | Buy |
+61
| New | +$1K | ﹤0.01% | 1307 |
|