Creative Planning’s RBC Bearings RBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.98M | Buy |
9,177
+5,080
| +124% | +$2.7M | ﹤0.01% | 1204 |
|
|
2025
Q4 | $1.84M | Buy |
4,097
+2,301
| +128% | +$974K | ﹤0.01% | 1787 |
|
|
2025
Q3 | $701K | Buy |
1,796
+58
| +3% | +$22.6K | ﹤0.01% | 2430 |
|
|
2025
Q2 | $669K | Sell |
1,738
-37
| -2% | -$13.1K | ﹤0.01% | 2209 |
|
|
2025
Q1 | $571K | Buy |
1,775
+149
| +9% | +$50.3K | ﹤0.01% | 2171 |
|
|
2024
Q4 | $486K | Buy |
1,626
+79
| +5% | +$24.3K | ﹤0.01% | 2252 |
|
|
2024
Q3 | $463K | Buy |
1,547
+8
| +0.5% | +$2.3K | ﹤0.01% | 2176 |
|
|
2024
Q2 | $415K | Sell |
1,539
-38
| -2% | -$10.2K | ﹤0.01% | 2092 |
|
|
2024
Q1 | $426K | Buy |
1,577
+120
| +8% | +$32.4K | ﹤0.01% | 1966 |
|
|
2023
Q4 | $415K | Sell |
1,457
-171
| -11% | -$41.9K | ﹤0.01% | 1834 |
|
|
2023
Q3 | $381K | Buy |
1,628
+120
| +8% | +$27.2K | ﹤0.01% | 1756 |
|
|
2023
Q2 | $328K | Buy |
+1,508
| New | +$327K | ﹤0.01% | 1840 |
|
|
2017
Q3 | – | Sell |
-286
| Closed | -$29K | – | 3299 |
|
|
2017
Q2 | $29K | Hold |
286
| – | – | ﹤0.01% | 2913 |
|
|
2017
Q1 | $28K | Hold |
286
| – | – | ﹤0.01% | 2889 |
|
|
2016
Q4 | $27K | Hold |
286
| – | – | ﹤0.01% | 2868 |
|
|
2016
Q3 | $22K | Hold |
286
| – | – | ﹤0.01% | 3008 |
|
|
2016
Q2 | $21K | Buy |
286
+30
| +12% | +$2.2K | ﹤0.01% | 2773 |
|
|
2016
Q1 | $19K | Sell |
256
-125
| -33% | -$7.92K | ﹤0.01% | 2797 |
|
|
2015
Q4 | $25K | Buy |
381
+255
| +202% | +$17K | ﹤0.01% | 2676 |
|
|
2015
Q3 | $8K | Buy |
+126
| New | +$8.19K | ﹤0.01% | 3353 |
|
|
2015
Q2 | – | Sell |
-248
| Closed | -$19K | – | 2565 |
|
|
2015
Q1 | $19K | Buy |
248
+150
| +153% | +$9.41K | ﹤0.01% | 2760 |
|
|
2014
Q4 | $6K | Hold |
98
| – | – | ﹤0.01% | 3415 |
|
|
2014
Q3 | $6K | Hold |
98
| – | – | ﹤0.01% | 3216 |
|
|
2014
Q2 | $6K | Hold |
98
| – | – | ﹤0.01% | 3132 |
|
|
2014
Q1 | $6K | Buy |
+98
| New | +$6.42K | ﹤0.01% | 3007 |
|
Other funds holding RBC
DCP
VCM
VPM
