Richardson Financial Services Inc. American Funds American Balanced F2 Transaction History

Richardson Financial Services Inc.

  • $149 Billion
  • Q2 2025
Number of Shares
543
Previous 506 7.31%
Holding current value
$19.9 Million
Previous $17.3 Million 15.36%
% 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
37 Added 7.31%
543 $19.9 Million
Q1 2025

May 06, 2025
BUY
N/A
2 Added 0.4%
506 $17.3 Million
Q4 2024

Jan 24, 2025
SELL
N/A
-446 Reduced 46.95%
504 $17.3 Million
Q3 2024

Oct 24, 2024
BUY
N/A
476 Added 100.42%
950 $33.6 Million
Q2 2024

Aug 12, 2024
BUY
N/A
2 Added 0.42%
474 $16.4 Million
Q1 2024

May 03, 2024
BUY
N/A
472 New
472 $14.2 Million
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