Richardson Financial Services Inc. Navigator Tactical Fixed Income I Transaction History

Richardson Financial Services Inc.

  • $149 Billion
  • Q2 2025
Number of Shares
18,148
Previous 17,924 1.25%
Holding current value
$174 Million
Previous $177 Million 1.32%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Jul 24, 2025
BUY
N/A
224 Added 1.25%
18,148 $174 Million
Q1 2025

May 06, 2025
BUY
N/A
169 Added 0.95%
17,924 $177 Million
Q4 2024

Jan 24, 2025
SELL
N/A
-16,748 Reduced 48.54%
17,755 $175 Million
Q3 2024

Oct 24, 2024
BUY
N/A
17,383 Added 101.54%
34,503 $342 Million
Q2 2024

Aug 12, 2024
BUY
N/A
252 Added 1.49%
17,120 $168 Million
Q1 2024

May 03, 2024
BUY
N/A
16,868 New
16,868 $166 Million
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