Forum Financial Management’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	–	Sell	-2,359	Closed	-$331K	–	861
2025 Q4	$331K	Buy	2,359 +143	+6%	+$20.3K	﹤0.01%	697
2025 Q3	$318K	Buy	2,216 +675	+44%	+$99.5K	﹤0.01%	708
2025 Q2	$223K	Buy	+1,541	New	+$193K	﹤0.01%	843
2025 Q1	–	Sell	-1,977	Closed	-$307K	–	926
2024 Q4	$307K	Buy	1,977 +163	+9%	+$27.5K	0.01%	602
2024 Q3	$301K	Sell	1,814 -4	-0.2%	-$618	0.01%	515
2024 Q2	$246K	Buy	1,818 +7	+0.4%	+$1.09K	﹤0.01%	567
2024 Q1	$326K	Hold	1,811	–	–	0.01%	467
2023 Q4	$268K	Hold	1,811	–	–	0.01%	504
2023 Q3	$259K	Hold	1,811	–	–	0.01%	471
2023 Q2	$279K	Hold	1,811	–	–	0.01%	462
2023 Q1	$255K	Hold	1,811	–	–	0.01%	460
2022 Q4	$217K	Hold	1,811	–	–	0.01%	518
2022 Q3	$254K	Hold	1,811	–	–	0.01%	404
2022 Q2	$206K	Buy	+1,811	New	+$230K	0.01%	518
2022 Q1	–	Sell	-1,336	Closed	-$227K	–	668
2021 Q4	$227K	Buy	+1,336	New	+$212K	0.01%	556