AE Wealth Management’s Regal Rexnord RRX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,031
| Closed | -$315K | – | 2261 |
|
2024
Q4 | $315K | Buy |
+2,031
| New | +$315K | ﹤0.01% | 1076 |
|
2024
Q1 | – | Sell |
-3,388
| Closed | -$464K | – | 1805 |
|
2023
Q4 | $464K | Buy |
3,388
+268
| +9% | +$36.7K | ﹤0.01% | 1470 |
|
2023
Q3 | $446K | Sell |
3,120
-15
| -0.5% | -$2.14K | ﹤0.01% | 1435 |
|
2023
Q2 | $482K | Buy |
3,135
+125
| +4% | +$19.2K | ﹤0.01% | 1408 |
|
2023
Q1 | $424K | Sell |
3,010
-8,225
| -73% | -$1.16M | ﹤0.01% | 1417 |
|
2022
Q4 | $1.35M | Buy |
11,235
+1,016
| +10% | +$122K | 0.01% | 876 |
|
2022
Q3 | $1.43M | Buy |
10,219
+7,719
| +309% | +$1.08M | 0.01% | 812 |
|
2022
Q2 | $284K | Buy |
2,500
+155
| +7% | +$17.6K | ﹤0.01% | 1456 |
|
2022
Q1 | $349K | Buy |
2,345
+95
| +4% | +$14.1K | ﹤0.01% | 1359 |
|
2021
Q4 | $383K | Sell |
2,250
-27
| -1% | -$4.6K | ﹤0.01% | 1358 |
|
2021
Q3 | $342K | Sell |
2,277
-22
| -1% | -$3.3K | ﹤0.01% | 1308 |
|
2021
Q2 | $307K | Buy |
2,299
+267
| +13% | +$35.7K | ﹤0.01% | 1334 |
|
2021
Q1 | $290K | Sell |
2,032
-96
| -5% | -$13.7K | ﹤0.01% | 1262 |
|
2020
Q4 | $261K | Sell |
2,128
-66
| -3% | -$8.1K | ﹤0.01% | 1187 |
|
2020
Q3 | $206K | Buy |
+2,194
| New | +$206K | ﹤0.01% | 1168 |
|