Richardson Financial Services Inc. PIMCO Low Duration ESG Institutional Transaction History

Richardson Financial Services Inc.

  • $131 Billion
  • Q1 2025
Number of Shares
2,829
Previous 2,804 0.89%
Holding current value
$26 Million
Previous $25.6 Million 1.65%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
N/A
25 Added 0.89%
2,829 $26 Million
Q4 2024

Jan 24, 2025
SELL
N/A
-2,776 Reduced 49.75%
2,804 $25.6 Million
Q3 2024

Oct 24, 2024
BUY
N/A
2,778 Added 99.14%
5,580 $50.7 Million
Q2 2024

Aug 12, 2024
BUY
N/A
24 Added 0.86%
2,802 $25.2 Million
Q1 2024

May 03, 2024
BUY
N/A
2,778 New
2,778 $24.9 Million
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