Carson Wealth (CWM LLC)’s Regal Rexnord RRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Sell |
981
-30
| -3% | -$4.34K | ﹤0.01% | 2440 |
|
|
2025
Q1 | $115K | Buy |
1,011
+155
| +18% | +$17.6K | ﹤0.01% | 2316 |
|
|
2024
Q4 | $133K | Buy |
856
+14
| +2% | +$2.18K | ﹤0.01% | 2092 |
|
|
2024
Q3 | $140K | Buy |
842
+17
| +2% | +$2.83K | ﹤0.01% | 1976 |
|
|
2024
Q2 | $112K | Buy |
825
+167
| +25% | +$22.7K | ﹤0.01% | 1897 |
|
|
2024
Q1 | $119K | Sell |
658
-80
| -11% | -$14.5K | ﹤0.01% | 1773 |
|
|
2023
Q4 | $109K | Buy |
738
+241
| +48% | +$35.6K | ﹤0.01% | 1706 |
|
|
2023
Q3 | $71K | Buy |
497
+48
| +11% | +$6.86K | ﹤0.01% | 1859 |
|
|
2023
Q2 | $69K | Buy |
449
+84
| +23% | +$12.9K | ﹤0.01% | 1782 |
|
|
2023
Q1 | $51K | Buy |
365
+4
| +1% | +$559 | ﹤0.01% | 1864 |
|
|
2022
Q4 | $43K | Buy |
361
+48
| +15% | +$5.72K | ﹤0.01% | 1825 |
|
|
2022
Q3 | $44K | Buy |
313
+88
| +39% | +$12.4K | ﹤0.01% | 1722 |
|
|
2022
Q2 | $26K | Buy |
225
+87
| +63% | +$10.1K | ﹤0.01% | 1968 |
|
|
2022
Q1 | $21K | Buy |
138
+42
| +44% | +$6.39K | ﹤0.01% | 2063 |
|
|
2021
Q4 | $16K | Buy |
+96
| New | +$16K | ﹤0.01% | 2116 |
|
|
2021
Q2 | $13K | Hold |
96
| – | – | ﹤0.01% | 1993 |
|
|
2021
Q1 | $13K | Hold |
96
| – | – | ﹤0.01% | 1993 |
|
|
2020
Q4 | $13K | Hold |
96
| – | – | ﹤0.01% | 1993 |
|
|
2020
Q3 | $13K | Hold |
96
| – | – | ﹤0.01% | 1993 |
|
|
2020
Q2 | $13K | Hold |
96
| – | – | ﹤0.01% | 1993 |
|
|
2020
Q1 | $13K | Hold |
96
| – | – | ﹤0.01% | 1993 |
|
|
2019
Q4 | $13K | Hold |
96
| – | – | ﹤0.01% | 1993 |
|
|
2019
Q3 | $13K | Hold |
96
| – | – | ﹤0.01% | 1993 |
|
|
2019
Q2 | $13K | Hold |
96
| – | – | ﹤0.01% | 1993 |
|
|
2019
Q1 | $13K | Buy |
96
+63
| +191% | +$8.53K | ﹤0.01% | 1993 |
|
|
2018
Q4 | $2K | Buy |
33
+23
| +230% | +$1.39K | ﹤0.01% | 1784 |
|
|
2018
Q3 | $1K | Sell |
10
-12
| -55% | -$1.2K | ﹤0.01% | 1730 |
|
|
2018
Q2 | $2K | Buy |
22
+12
| +120% | +$1.09K | ﹤0.01% | 1413 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1317 |
|
|
2017
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1388 |
|
|
2017
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1409 |
|
|
2017
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1128 |
|
|
2017
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1097 |
|