Forum Financial Management’s Regal Rexnord RRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
+1,541
| New | +$223K | ﹤0.01% | 842 |
|
|
2025
Q1 | – | Sell |
-1,977
| Closed | -$307K | – | 925 |
|
|
2024
Q4 | $307K | Buy |
1,977
+163
| +9% | +$25.3K | 0.01% | 601 |
|
|
2024
Q3 | $301K | Sell |
1,814
-4
| -0.2% | -$664 | 0.01% | 513 |
|
|
2024
Q2 | $246K | Buy |
1,818
+7
| +0.4% | +$947 | ﹤0.01% | 566 |
|
|
2024
Q1 | $326K | Hold |
1,811
| – | – | 0.01% | 466 |
|
|
2023
Q4 | $268K | Hold |
1,811
| – | – | 0.01% | 503 |
|
|
2023
Q3 | $259K | Hold |
1,811
| – | – | 0.01% | 470 |
|
|
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 | +$206K | 0.01% | 517 |
|
|
2022
Q1 | – | Sell |
-1,336
| Closed | -$227K | – | 668 |
|
|
2021
Q4 | $227K | Buy |
+1,336
| New | +$227K | 0.01% | 555 |
|