Richardson Financial Services Inc. Invesco Floating Rate ESG Y Transaction History

Richardson Financial Services Inc.

  • $149 Billion
  • Q2 2025
Number of Shares
1,732
Previous 1,698 2.0%
Holding current value
$11.3 Million
Previous $11.1 Million 1.88%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
N/A
34 Added 2.0%
1,732 $11.3 Million
Q1 2025

May 06, 2025
BUY
N/A
38 Added 2.29%
1,698 $11.1 Million
Q4 2024

Jan 24, 2025
SELL
N/A
-1,026 Reduced 38.2%
1,660 $11.1 Million
Q3 2024

Oct 24, 2024
BUY
N/A
1,622 Added 152.44%
2,686 $18.1 Million
Q2 2024

Aug 12, 2024
BUY
N/A
25 Added 2.41%
1,064 $7.18 Million
Q1 2024

May 03, 2024
BUY
N/A
1,039 New
1,039 $7.07 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.

Choose your preferred platform and Sign Up 👇 Telegram Email