Pinnacle Wealth Planning Services, Inc. Closed Holding Positions

Pinnacle Wealth Planning Services, Inc.

  • $748 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ROIC
Retail Opportunity Investments Corp

Real Estate
Q1 2021 Filed on Apr 29, 2021
496
$12.87 - $17.02 $6.38K - $8.44K
Retail Properties Of America
Q1 2021 Filed on Apr 29, 2021
105
N/A
RVNC
Revance Therapeutics, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
822
$24.03 - $29.97 $19.8K - $24.6K
REX
Rex American Resources Corp

Basic Materials
Q1 2021 Filed on Apr 29, 2021
439
$76.5 - $115.13 $33.6K - $50.5K
REXR
Rexford Industrial Realty, Inc.

Real Estate
Q1 2021 Filed on Apr 29, 2021
3,503
$46.42 - $51.5 $163K - $180K
RXN
Zurn Water Solutions Corporation

Industrials
Q1 2021 Filed on Apr 29, 2021
548
N/A
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
1,027
$27.43 - $31.48 $28.2K - $32.3K
Richmond Mut Bancorporation Com
Q1 2021 Filed on Apr 29, 2021
3,097
N/A
RNG
Ring Central, Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
83
$283.69 - $443.29 $23.5K - $36.8K
RAD
Rite Aid Corp

Healthcare
Q1 2021 Filed on Apr 29, 2021
1,351
$15.8 - $28.15 $21.3K - $38K
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
2,152
$14.24 - $15.22 $30.6K - $32.8K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
404
$17.75 - $19.15 $7.17K - $7.74K
RLI
Rli Corp

Financial Services
Q1 2021 Filed on Apr 29, 2021
66
$96.78 - $117.29 $6.39K - $7.74K
RLJ
Rlj Lodging Trust

Real Estate
Q1 2021 Filed on Apr 29, 2021
635
$12.91 - $17.39 $8.2K - $11K
RMR
Rmr Group Inc.

Real Estate
Q1 2021 Filed on Apr 29, 2021
211
$36.57 - $43.78 $7.72K - $9.24K
RHI
Robert Half International Inc.

Industrials
Q1 2021 Filed on Apr 29, 2021
61
$61.15 - $82.79 $3.73K - $5.05K
RCI
Rogers Communications Inc

Communication Services
Q1 2021 Filed on Apr 29, 2021
171
$43.25 - $52.25 $7.4K - $8.93K
ROG
Rogers Corp

Technology
Q1 2021 Filed on Apr 29, 2021
80
$152.09 - $198.16 $12.2K - $15.9K
ROKU
Roku, Inc

Communication Services
Q1 2021 Filed on Apr 29, 2021
16
$300.79 - $469.7 $4.81K - $7.52K
ROL
Rollins Inc

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
283
$31.9 - $41.51 $9.03K - $11.7K
RGLD
Royal Gold Inc

Basic Materials
Q1 2021 Filed on Apr 29, 2021
7
$102.15 - $111.05 $715 - $777
RMT
Royce Micro Cap Trust, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
2,630
$9.96 - $12.15 $26.2K - $32K
RES
Rpc Inc

Energy
Q1 2021 Filed on Apr 29, 2021
255
$3.4 - $7.18 $867 - $1.83K
RPM
Rpm International Inc

Basic Materials
Q1 2021 Filed on Apr 29, 2021
189
$79.64 - $94.79 $15.1K - $17.9K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
Q1 2021 Filed on Apr 29, 2021
8
$63.08 - $85.38 $505 - $683
STBA
S&T Bancorp Inc

Financial Services
Q1 2021 Filed on Apr 29, 2021
1,900
$24.64 - $35.0 $46.8K - $66.5K
SFE
Safeguard Scientifics Inc

Financial Services
Q1 2021 Filed on Apr 29, 2021
2,185
$6.41 - $8.13 $14K - $17.8K
SAFE
Safehold Inc.

Real Estate
Q1 2021 Filed on Apr 29, 2021
7
$68.62 - $84.45 $480 - $591
SAIL
Sailpoint Technologies Holdings, Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
266
$48.32 - $63.41 $12.9K - $16.9K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
2,366
$12.81 - $21.31 $30.3K - $50.4K
SAFM
Sanderson Farms Inc

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
148
$127.83 - $164.2 $18.9K - $24.3K
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
52
$78.47 - $93.37 $4.08K - $4.86K
SANM
Sanmina Corp

Technology
Q1 2021 Filed on Apr 29, 2021
138
$31.1 - $42.64 $4.29K - $5.88K
Santander Consumer Usa Hdg Inc Com
Q1 2021 Filed on Apr 29, 2021
66
N/A
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
19
$72.25 - $168.95 $1.37K - $3.21K
BFS
Saul Centers, Inc.

Real Estate
Q1 2021 Filed on Apr 29, 2021
213
$29.93 - $42.59 $6.38K - $9.07K
SCSC
Scansource, Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
106
$23.86 - $33.12 $2.53K - $3.51K
SCHL
Scholastic Corp

Communication Services
Q1 2021 Filed on Apr 29, 2021
56
$24.43 - $31.48 $1.37K - $1.76K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q1 2021 Filed on Apr 29, 2021
3,155
$37.4 - $40.42 $118K - $128K
SMG
Scotts Miracle Gro CO

Basic Materials
Q1 2021 Filed on Apr 29, 2021
82
$198.2 - $245.41 $16.3K - $20.1K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
Q1 2021 Filed on Apr 29, 2021
359
$29.17 - $40.35 $10.5K - $14.5K
Seacor Holdings Inc
Q1 2021 Filed on Apr 29, 2021
162
N/A
Seagate Technology
Q1 2021 Filed on Apr 29, 2021
1,103
N/A
SGEN
Seagen Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
18
$137.51 - $190.8 $2.48K - $3.43K
SEIC
Sei Investments CO

Financial Services
Q1 2021 Filed on Apr 29, 2021
60
$52.85 - $61.81 $3.17K - $3.71K
Select Bancorp Inc New Com
Q1 2021 Filed on Apr 29, 2021
3,806
N/A
SNBR
Sleep Number Corp

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
430
$79.36 - $146.97 $34.1K - $63.2K
WTTR
Select Energy Services, Inc.

Energy
Q1 2021 Filed on Apr 29, 2021
31
$4.2 - $7.38 $130 - $229
SEM
Select Medical Holdings Corp

Healthcare
Q1 2021 Filed on Apr 29, 2021
855
$25.7 - $36.65 $22K - $31.3K
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