Valeo Financial Advisors’s Rithm Capital RITM Stock Holding History

Valeo Financial Advisors’s Portfolio RITM Stock Details RITM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$204K	Buy	+21,722	New	+$207K	﹤0.01%	757
2025 Q3	–	Sell	-19,063	Closed	-$215K	–	880
2025 Q2	$215K	Buy	+19,063	New	+$210K	0.01%	688
2025 Q1	–	Sell	-18,795	Closed	-$204K	–	755
2024 Q4	$204K	Hold	18,795	–	–	0.01%	662
2024 Q3	$213K	Hold	18,795	–	–	0.01%	636
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%	-$100	0.01%	593
2023 Q3	$175K	Buy	+18,805	New	+$185K	0.01%	574
2023 Q2	–	Sell	-19,598	Closed	-$157K	–	663
2023 Q1	$157K	Buy	+19,598	New	+$172K	0.01%	564
2022 Q3	–	Sell	-17,855	Closed	-$166K	–	533
2022 Q2	$166K	Buy	17,855 +355	+2%	+$3.73K	0.01%	444
2022 Q1	$192K	Hold	17,500	–	–	0.01%	550
2021 Q4	$187K	Hold	17,500	–	–	0.01%	523
2021 Q3	$192K	Hold	17,500	–	–	0.01%	505
2021 Q2	$185K	Hold	17,500	–	–	0.01%	449
2021 Q1	$197K	Sell	17,500 -200	-1%	-$2.04K	0.01%	445
2020 Q4	$176K	Buy	17,700 +200	+1%	+$1.77K	0.01%	442
2020 Q3	$139K	Hold	17,500	–	–	0.01%	403
2020 Q2	$130K	Buy	+17,500	New	+$113K	0.01%	419
2019 Q1	–	Hold	0	–	–	–	1665
2018 Q4	–	Sell	-61	Closed	-$1.03K	–	1691
2018 Q3	$1K	Hold	61	–	–	﹤0.01%	1673
2018 Q2	$1K	Hold	61	–	–	﹤0.01%	1506
2018 Q1	$1K	Hold	61	–	–	﹤0.01%	1459
2017 Q4	$1K	Buy	+61	New	+$1.07K	﹤0.01%	1310

Other funds holding RITM

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return