IFP Advisors’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 | $822K | Buy |
1,513
+1,077
| +247% | +$572K | 0.02% | 760 |
|
|
2025
Q4 | $196K | Buy |
436
+145
| +50% | +$61.4K | ﹤0.01% | 1382 |
|
|
2025
Q3 | $114K | Hold |
291
| – | – | ﹤0.01% | 1603 |
|
|
2025
Q2 | $112K | Buy |
291
+99
| +52% | +$35K | ﹤0.01% | 1565 |
|
|
2025
Q1 | $61.8K | Sell |
192
-5
| -3% | -$1.69K | ﹤0.01% | 1790 |
|
|
2024
Q4 | $60.1K | Buy |
197
+7
| +4% | +$2.15K | ﹤0.01% | 1737 |
|
|
2024
Q3 | $56.9K | Buy |
+190
| New | +$54.7K | ﹤0.01% | 1678 |
|
|
2023
Q3 | – | Sell |
-7
| Closed | -$1.52K | – | 3502 |
|
|
2023
Q2 | $1.52K | Buy |
+7
| New | +$1.52K | ﹤0.01% | 2965 |
|
|
2023
Q1 | – | Sell |
-303
| Closed | -$39K | – | 4213 |
|
|
2022
Q4 | $39K | Sell |
303
-10
| -3% | -$2.28K | ﹤0.01% | 2415 |
|
|
2022
Q3 | $40K | Buy |
313
+90
| +40% | +$20.7K | ﹤0.01% | 2547 |
|
|
2022
Q2 | $29K | Hold |
223
| – | – | ﹤0.01% | 2556 |
|
|
2022
Q1 | $29K | Buy |
223
+221
| +11,050% | +$42.2K | ﹤0.01% | 2555 |
|
|
2021
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 3094 |
|
|
2021
Q3 | $1K | Buy |
2
+1
| +100% | +$217 | ﹤0.01% | 3105 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 3199 |
|
|
2021
Q1 | $0 | Sell |
1
-117
| -99% | -$22K | ﹤0.01% | 3186 |
|
|
2020
Q4 | $21K | Sell |
118
-17
| -13% | -$2.6K | ﹤0.01% | 1780 |
|
|
2020
Q3 | $16K | Hold |
135
| – | – | ﹤0.01% | 1735 |
|
|
2020
Q2 | $17K | Hold |
135
| – | – | ﹤0.01% | 1619 |
|
|
2020
Q1 | $16K | Sell |
135
-24
| -15% | -$3.72K | ﹤0.01% | 1578 |
|
|
2019
Q4 | $26K | Buy |
159
+24
| +18% | +$3.88K | ﹤0.01% | 1517 |
|
|
2019
Q3 | $22K | Buy |
+135
| New | +$21.8K | ﹤0.01% | 1726 |
|
|
2019
Q1 | – | Sell |
-195
| Closed | -$26K | – | 3194 |
|
|
2018
Q4 | $26K | Buy |
195
+78
| +67% | +$11.4K | ﹤0.01% | 1979 |
|
|
2018
Q3 | $18K | Hold |
117
| – | – | ﹤0.01% | 2517 |
|
|
2018
Q2 | $15K | Hold |
117
| – | – | ﹤0.01% | 2651 |
|
|
2018
Q1 | $15K | Hold |
117
| – | – | ﹤0.01% | 2569 |
|
|
2017
Q4 | $15K | Hold |
117
| – | – | ﹤0.01% | 2606 |
|
|
2017
Q3 | $15K | Buy |
117
+69
| +144% | +$7.5K | ﹤0.01% | 2795 |
|
|
2017
Q2 | $5K | Buy |
+48
| New | +$4.8K | ﹤0.01% | 3423 |
|
|
2017
Q1 | – | Sell |
-95
| Closed | -$9K | – | 4105 |
|
|
2016
Q4 | $9K | Hold |
95
| – | – | ﹤0.01% | 2980 |
|
|
2016
Q3 | $7K | Hold |
95
| – | – | ﹤0.01% | 3068 |
|
|
2016
Q2 | $7K | Buy |
+95
| New | +$6.97K | ﹤0.01% | 2956 |
|
|
2016
Q1 | – | Sell |
-115
| Closed | -$7K | – | 3198 |
|
|
2015
Q4 | $7K | Buy |
+115
| New | +$7.68K | ﹤0.01% | 2782 |
|
Other funds holding RBC
DCP
VCM
VPM