Creative Planning’s Regal Rexnord RRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.24M | Buy |
17,314
+5,988
| +53% | +$1.11M | ﹤0.01% | 1518 |
|
|
2025
Q4 | $1.59M | Buy |
11,326
+3,193
| +39% | +$454K | ﹤0.01% | 1907 |
|
|
2025
Q3 | $1.17M | Buy |
8,133
+535
| +7% | +$78.8K | ﹤0.01% | 1972 |
|
|
2025
Q2 | $1.1M | Sell |
7,598
-106,309
| -93% | -$13.3M | ﹤0.01% | 1769 |
|
|
2025
Q1 | $13M | Buy |
113,907
+13,229
| +13% | +$1.84M | 0.01% | 418 |
|
|
2024
Q4 | $15.6M | Buy |
100,678
+97,547
| +3,116% | +$16.5M | 0.02% | 342 |
|
|
2024
Q3 | $519K | Buy |
3,131
+326
| +12% | +$50.4K | ﹤0.01% | 2072 |
|
|
2024
Q2 | $379K | Buy |
2,805
+622
| +28% | +$96.8K | ﹤0.01% | 2170 |
|
|
2024
Q1 | $393K | Sell |
2,183
-44,172
| -95% | -$6.88M | ﹤0.01% | 2037 |
|
|
2023
Q4 | $6.86M | Buy |
46,355
+60
| +0.1% | +$7.57K | 0.01% | 482 |
|
|
2023
Q3 | $6.61M | Buy |
46,295
+425
| +0.9% | +$65.4K | 0.01% | 452 |
|
|
2023
Q2 | $7.06M | Buy |
45,870
+404
| +0.9% | +$55K | 0.01% | 425 |
|
|
2023
Q1 | $6.4M | Buy |
45,466
+305
| +0.7% | +$44.2K | 0.01% | 441 |
|
|
2022
Q4 | $5.42M | Sell |
45,161
-780
| -2% | -$102K | 0.01% | 468 |
|
|
2022
Q3 | $6.45M | Buy |
45,941
+1,169
| +3% | +$157K | 0.01% | 389 |
|
|
2022
Q2 | $5.08M | Buy |
44,772
+44,733
| +114,700% | +$5.69M | 0.01% | 446 |
|
|
2022
Q1 | $6K | Buy |
+39
| New | +$6.25K | ﹤0.01% | 2234 |
|
|
2017
Q3 | – | Sell |
-988
| Closed | -$81K | – | 3344 |
|
|
2017
Q2 | $81K | Sell |
988
-150
| -13% | -$11.9K | ﹤0.01% | 2146 |
|
|
2017
Q1 | $86K | Buy |
1,138
+602
| +112% | +$44.4K | ﹤0.01% | 2056 |
|
|
2016
Q4 | $37K | Hold |
536
| – | – | ﹤0.01% | 2637 |
|
|
2016
Q3 | $32K | Buy |
536
+145
| +37% | +$8.71K | ﹤0.01% | 2699 |
|
|
2016
Q2 | $22K | Sell |
391
-234
| -37% | -$14.1K | ﹤0.01% | 2732 |
|
|
2016
Q1 | $39K | Hold |
625
| – | – | ﹤0.01% | 2269 |
|
|
2015
Q4 | $37K | Buy |
625
+234
| +60% | +$14.3K | ﹤0.01% | 2364 |
|
|
2015
Q3 | $22K | Buy |
+391
| New | +$26.2K | ﹤0.01% | 2654 |
|
|
2015
Q2 | – | Sell |
-331
| Closed | -$26K | – | 2617 |
|
|
2015
Q1 | $26K | Buy |
331
+81
| +32% | +$6.07K | ﹤0.01% | 2519 |
|
|
2014
Q4 | $19K | Hold |
250
| – | – | ﹤0.01% | 2700 |
|
|
2014
Q3 | $16K | Hold |
250
| – | – | ﹤0.01% | 2674 |
|
|
2014
Q2 | $20K | Hold |
250
| – | – | ﹤0.01% | 2489 |
|
|
2014
Q1 | $18K | Buy |
250
+200
| +400% | +$14.8K | ﹤0.01% | 2449 |
|
|
2013
Q4 | $4K | Sell |
50
-44
| -47% | -$3.19K | ﹤0.01% | 2921 |
|
|
2013
Q3 | $6K | Hold |
94
| – | – | ﹤0.01% | 2674 |
|
|
2013
Q2 | $6K | Buy |
+94
| New | +$6.57K | ﹤0.01% | 2487 |
|
Other funds holding RRX
VCM
VPM
