AO
Advisor OS’s RB Global RBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757K | Buy |
7,128
+227
| +3% | +$24.1K | 0.07% | 191 |
|
|
2025
Q1 | $692K | Sell |
6,901
-71
| -1% | -$7.12K | 0.08% | 177 |
|
|
2024
Q4 | $629K | Buy |
6,972
+527
| +8% | +$47.5K | 0.07% | 186 |
|
|
2024
Q3 | $519K | Sell |
6,445
-1,907
| -23% | -$153K | 0.05% | 248 |
|
|
2024
Q2 | $638K | Buy |
8,352
+156
| +2% | +$11.9K | 0.07% | 212 |
|
|
2024
Q1 | $624K | Buy |
8,196
+982
| +14% | +$74.8K | 0.07% | 210 |
|
|
2023
Q4 | $483K | Buy |
7,214
+1,163
| +19% | +$77.8K | 0.06% | 216 |
|
|
2023
Q3 | $378K | Buy |
6,051
+2,086
| +53% | +$130K | 0.06% | 209 |
|
|
2023
Q2 | $238K | Buy |
+3,965
| New | +$238K | 0.04% | 264 |
|