Creative Planning’s RBC Bearings RBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Sell |
1,738
-37
| -2% | -$14.2K | ﹤0.01% | 2204 |
|
|
2025
Q1 | $571K | Buy |
1,775
+149
| +9% | +$47.9K | ﹤0.01% | 2166 |
|
|
2024
Q4 | $486K | Buy |
1,626
+79
| +5% | +$23.6K | ﹤0.01% | 2245 |
|
|
2024
Q3 | $463K | Buy |
1,547
+8
| +0.5% | +$2.4K | ﹤0.01% | 2176 |
|
|
2024
Q2 | $415K | Sell |
1,539
-38
| -2% | -$10.3K | ﹤0.01% | 2084 |
|
|
2024
Q1 | $426K | Buy |
1,577
+120
| +8% | +$32.4K | ﹤0.01% | 1959 |
|
|
2023
Q4 | $415K | Sell |
1,457
-171
| -11% | -$48.7K | ﹤0.01% | 1830 |
|
|
2023
Q3 | $381K | Buy |
1,628
+120
| +8% | +$28.1K | ﹤0.01% | 1752 |
|
|
2023
Q2 | $328K | Buy |
+1,508
| New | +$328K | ﹤0.01% | 1832 |
|
|
2017
Q3 | – | Sell |
-286
| Closed | -$29K | – | 3208 |
|
|
2017
Q2 | $29K | Hold |
286
| – | – | ﹤0.01% | 2886 |
|
|
2017
Q1 | $28K | Hold |
286
| – | – | ﹤0.01% | 2860 |
|
|
2016
Q4 | $27K | Hold |
286
| – | – | ﹤0.01% | 2834 |
|
|
2016
Q3 | $22K | Hold |
286
| – | – | ﹤0.01% | 2977 |
|
|
2016
Q2 | $21K | Buy |
286
+30
| +12% | +$2.2K | ﹤0.01% | 2742 |
|
|
2016
Q1 | $19K | Sell |
256
-125
| -33% | -$9.28K | ﹤0.01% | 2779 |
|
|
2015
Q4 | $25K | Buy |
381
+255
| +202% | +$16.7K | ﹤0.01% | 2645 |
|
|
2015
Q3 | $8K | Buy |
+126
| New | +$8K | ﹤0.01% | 3315 |
|
|
2015
Q2 | – | Sell |
-248
| Closed | -$19K | – | 2448 |
|
|
2015
Q1 | $19K | Buy |
248
+150
| +153% | +$11.5K | ﹤0.01% | 2736 |
|
|
2014
Q4 | $6K | Hold |
98
| – | – | ﹤0.01% | 3349 |
|
|
2014
Q3 | $6K | Hold |
98
| – | – | ﹤0.01% | 3161 |
|
|
2014
Q2 | $6K | Hold |
98
| – | – | ﹤0.01% | 3053 |
|
|
2014
Q1 | $6K | Buy |
+98
| New | +$6K | ﹤0.01% | 2940 |
|