Richardson Financial Services Inc. CCM Community Impact Bond Institutional Transaction History

Richardson Financial Services Inc.

  • $161 Billion
  • Q3 2025
Number of Shares
2,797
Previous 3,368 16.95%
Holding current value
$26.9 Million
Previous $32.1 Million 16.14%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
SELL
N/A
-571 Reduced 16.95%
2,797 $26.9 Million
Q2 2025

Jul 24, 2025
BUY
N/A
30 Added 0.9%
3,368 $32.1 Million
Q1 2025

May 06, 2025
BUY
N/A
29 Added 0.88%
3,338 $31.7 Million
Q4 2024

Jan 24, 2025
SELL
N/A
-3,588 Reduced 52.02%
3,309 $30.9 Million
Q3 2024

Oct 24, 2024
BUY
N/A
3,281 Added 90.74%
6,897 $65.3 Million
Q2 2024

Aug 12, 2024
BUY
N/A
30 Added 0.84%
3,616 $33.6 Million
Q1 2024

May 03, 2024
BUY
N/A
3,586 New
3,586 $33.5 Million
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