Creative Planning’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 | $4.04M | Buy |
38,008
+5,357
| +16% | +$569K | ﹤0.01% | 865 |
|
|
2025
Q1 | $3.27M | Buy |
32,651
+6,050
| +23% | +$607K | ﹤0.01% | 893 |
|
|
2024
Q4 | $2.4M | Buy |
26,601
+6,790
| +34% | +$613K | ﹤0.01% | 1020 |
|
|
2024
Q3 | $1.59M | Buy |
19,811
+4,285
| +28% | +$345K | ﹤0.01% | 1208 |
|
|
2024
Q2 | $1.19M | Buy |
15,526
+4,081
| +36% | +$312K | ﹤0.01% | 1281 |
|
|
2024
Q1 | $872K | Buy |
11,445
+2,906
| +34% | +$221K | ﹤0.01% | 1416 |
|
|
2023
Q4 | $571K | Buy |
8,539
+43
| +0.5% | +$2.88K | ﹤0.01% | 1614 |
|
|
2023
Q3 | $531K | Buy |
8,496
+3,236
| +62% | +$202K | ﹤0.01% | 1529 |
|
|
2023
Q2 | $316K | Sell |
5,260
-476
| -8% | -$28.6K | ﹤0.01% | 1865 |
|
|
2023
Q1 | $323K | Buy |
+5,736
| New | +$323K | ﹤0.01% | 1752 |
|
|
2017
Q3 | – | Sell |
-647
| Closed | -$19K | – | 3207 |
|
|
2017
Q2 | $19K | Buy |
647
+315
| +95% | +$9.25K | ﹤0.01% | 3188 |
|
|
2017
Q1 | $11K | Buy |
332
+1
| +0.3% | +$33 | ﹤0.01% | 3494 |
|
|
2016
Q4 | $11K | Buy |
331
+226
| +215% | +$7.51K | ﹤0.01% | 3442 |
|
|
2016
Q3 | $4K | Sell |
105
-100
| -49% | -$3.81K | ﹤0.01% | 3895 |
|
|
2016
Q2 | $7K | Buy |
+205
| New | +$7K | ﹤0.01% | 3417 |
|
|
2016
Q1 | – | Sell |
-87
| Closed | -$2K | – | 4333 |
|
|
2015
Q4 | $2K | Buy |
+87
| New | +$2K | ﹤0.01% | 3960 |
|