Rfp Financial Group LLC Purchases and Sells in Q4 2024

Rfp Financial Group LLC

$229 Million
Q4 2024

Top Buys

Incresed Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	19.7K + 166.56%	$49.79 - $51.14 $982K - $1.01M	31.6K $1.58M
IVV	871 + 2.41%	$570.51 - $610.59 $497K - $532K	37K $21.8M
VBR	3.27K + 119.33%	$197.36 - $217.3 $646K - $711K	6.01K $1.19M
ICSH	12.3K + 15.51%	$50.35 - $50.69 $620K - $624K	91.7K $4.62M
IJH	4.32K + 3.46%	$61.68 - $67.87 $267K - $293K	129K $8.05M
ITOT	402 + 1.7%	$124.26 - $134.12 $50K - $53.9K	24K $3.09M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	23.5K New	$50.37 - $50.6 $1.18M - $1.19M	23.5K $1.18M
AOM	5.71K New	$43.44 - $45.05 $248K - $257K	5.71K $248K
AVGO	1.04K New	$159.67 - $250.0 $166K - $260K	1.04K $241K
MDY	385 New	$563.99 - $620.12 $217K - $239K	385 $219K
T	8.98K New	$21.22 - $23.88 $191K - $215K	8.98K $204K
TSM	1.04K New	$172.07 - $207.36 $178K - $215K	1.04K $204K

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	-81.5K - 34.07%	$174.22 - $187.62 $14.2M - $15.3M	158K $27.6M
KO	-72.2K - 49.64%	$61.74 - $71.71 $4.46M - $5.17M	73.2K $4.56M
MSFT	-12.1K - 50.76%	$406.35 - $454.46 $4.94M - $5.52M	11.8K $4.97M
HD	-10K - 50.95%	$385.02 - $431.37 $3.86M - $4.33M	9.66K $3.76M
IJR	-32.7K - 48.27%	$113.92 - $127.38 $3.72M - $4.16M	35K $4.03M
VUG	-8.4K - 51.13%	$378.79 - $428.11 $3.18M - $3.6M	8.03K $3.29M

Activity Summary All Purchases 44 New Holdings 17 Increased Positions 27 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rfp Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rfp Financial Group LLC with notifications on news.