Avantax Advisory Services’s RB Global RBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Sell |
3,590
-128
| -3% | -$13.6K | ﹤0.01% | 1750 |
|
|
2025
Q1 | $373K | Sell |
3,718
-44
| -1% | -$4.41K | ﹤0.01% | 1690 |
|
|
2024
Q4 | $339K | Buy |
3,762
+176
| +5% | +$15.9K | ﹤0.01% | 1704 |
|
|
2024
Q3 | $289K | Buy |
3,586
+140
| +4% | +$11.3K | ﹤0.01% | 1782 |
|
|
2024
Q2 | $263K | Buy |
+3,446
| New | +$263K | ﹤0.01% | 1782 |
|
|
2023
Q2 | – | Sell |
-4,614
| Closed | -$260K | – | 1562 |
|
|
2023
Q1 | $260K | Buy |
4,614
+1,126
| +32% | +$63.4K | ﹤0.01% | 1234 |
|
|
2022
Q4 | $202K | Sell |
3,488
-41
| -1% | -$2.37K | ﹤0.01% | 1311 |
|
|
2022
Q3 | $220K | Sell |
3,529
-48
| -1% | -$2.99K | ﹤0.01% | 1163 |
|
|
2022
Q2 | $233K | Buy |
+3,577
| New | +$233K | ﹤0.01% | 1131 |
|
|
2022
Q1 | – | Sell |
-3,529
| Closed | -$216K | – | 1350 |
|
|
2021
Q4 | $216K | Buy |
+3,529
| New | +$216K | ﹤0.01% | 1142 |
|
|
2021
Q3 | – | Sell |
-6,957
| Closed | -$412K | – | 1221 |
|
|
2021
Q2 | $412K | Buy |
+6,957
| New | +$412K | 0.01% | 774 |
|
|
2020
Q4 | – | Sell |
-6,200
| Closed | -$367K | – | 1263 |
|
|
2020
Q3 | $367K | Buy |
+6,200
| New | +$367K | 0.01% | 933 |
|