Number of Shares
1,268
Previous 1,182 7.28%
Holding current value
$530 Million
Previous $519 Million 2.07%
% of portfolio
0.37%
Previous 0.33%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025

BUY
N/A
86 Added 7.28%
1,268 $530 Million
Q3 2024

Oct 24, 2024

BUY
N/A
5 Added 0.42%
1,182 $519 Million
Q2 2024

Aug 12, 2024

SELL
N/A
-32 Reduced 2.65%
1,177 $516 Million
Q1 2024

May 03, 2024

BUY
N/A
280 Added 30.14%
1,209 $562 Million
Q4 2023

Mar 04, 2024

BUY
N/A
929 New
929 $382 Million
Track This Portfolio

Track Richardson Financial Services Inc. Portfolio

Follow Richardson Financial Services Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Richardson Financial Services Inc., based on Form 13F filings with the SEC.

News

Stay updated on Richardson Financial Services Inc. with notifications on news.