Financial Counselors Inc’s RB Global RBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,787
| Closed | -$251K | – | 593 |
|
|
2024
Q4 | $251K | Hold |
2,787
| – | – | ﹤0.01% | 531 |
|
|
2024
Q3 | $224K | Sell |
2,787
-100
| -3% | -$8.05K | ﹤0.01% | 550 |
|
|
2024
Q2 | $220K | Sell |
2,887
-598
| -17% | -$45.7K | ﹤0.01% | 527 |
|
|
2024
Q1 | $265K | Buy |
3,485
+135
| +4% | +$10.3K | ﹤0.01% | 519 |
|
|
2023
Q4 | $224K | Hold |
3,350
| – | – | ﹤0.01% | 535 |
|
|
2023
Q3 | $209K | Hold |
3,350
| – | – | ﹤0.01% | 535 |
|
|
2023
Q2 | $201K | Buy |
+3,350
| New | +$201K | ﹤0.01% | 486 |
|
|
2023
Q1 | – | Sell |
-3,850
| Closed | -$223K | – | 517 |
|
|
2022
Q4 | $223K | Sell |
3,850
-165
| -4% | -$9.56K | 0.01% | 469 |
|
|
2022
Q3 | $251K | Hold |
4,015
| – | – | 0.01% | 433 |
|
|
2022
Q2 | $261K | Hold |
4,015
| – | – | 0.01% | 440 |
|
|
2022
Q1 | $237K | Sell |
4,015
-61
| -1% | -$3.6K | ﹤0.01% | 473 |
|
|
2021
Q4 | $249K | Sell |
4,076
-435
| -10% | -$26.6K | 0.01% | 459 |
|
|
2021
Q3 | $278K | Sell |
4,511
-550
| -11% | -$33.9K | 0.01% | 462 |
|
|
2021
Q2 | $300K | Hold |
5,061
| – | – | 0.01% | 455 |
|
|
2021
Q1 | $296K | Sell |
5,061
-2,200
| -30% | -$129K | 0.01% | 441 |
|
|
2020
Q4 | $505K | Hold |
7,261
| – | – | 0.01% | 361 |
|
|
2020
Q3 | $430K | Sell |
7,261
-3,676
| -34% | -$218K | 0.01% | 355 |
|
|
2020
Q2 | $447K | Sell |
10,937
-192
| -2% | -$7.85K | 0.01% | 372 |
|
|
2020
Q1 | $380K | Sell |
11,129
-195
| -2% | -$6.66K | 0.02% | 334 |
|
|
2019
Q4 | $486K | Buy |
11,324
+706
| +7% | +$30.3K | 0.02% | 354 |
|
|
2019
Q3 | $424K | Buy |
+10,618
| New | +$424K | 0.02% | 364 |
|