IFP Advisors’s RBC Bearings RBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112K | Buy |
291
+99
| +52% | +$38.1K | ﹤0.01% | 1565 |
|
|
2025
Q1 | $61.8K | Sell |
192
-5
| -3% | -$1.61K | ﹤0.01% | 1790 |
|
|
2024
Q4 | $60.1K | Buy |
197
+7
| +4% | +$2.14K | ﹤0.01% | 1737 |
|
|
2024
Q3 | $56.9K | Buy |
+190
| New | +$56.9K | ﹤0.01% | 1678 |
|
|
2023
Q3 | – | Sell |
-7
| Closed | -$1.52K | – | 3503 |
|
|
2023
Q2 | $1.52K | Buy |
+7
| New | +$1.52K | ﹤0.01% | 2965 |
|
|
2023
Q1 | – | Sell |
-303
| Closed | -$39K | – | 4215 |
|
|
2022
Q4 | $39K | Sell |
303
-10
| -3% | -$1.29K | ﹤0.01% | 2415 |
|
|
2022
Q3 | $40K | Buy |
313
+90
| +40% | +$11.5K | ﹤0.01% | 2548 |
|
|
2022
Q2 | $29K | Hold |
223
| – | – | ﹤0.01% | 2557 |
|
|
2022
Q1 | $29K | Buy |
223
+221
| +11,050% | +$28.7K | ﹤0.01% | 2557 |
|
|
2021
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 3045 |
|
|
2021
Q3 | $1K | Buy |
2
+1
| +100% | +$500 | ﹤0.01% | 3041 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 4083 |
|
|
2021
Q1 | $0 | Sell |
1
-117
| -99% | – | ﹤0.01% | 3982 |
|
|
2020
Q4 | $21K | Sell |
118
-17
| -13% | -$3.03K | ﹤0.01% | 1778 |
|
|
2020
Q3 | $16K | Hold |
135
| – | – | ﹤0.01% | 1732 |
|
|
2020
Q2 | $17K | Hold |
135
| – | – | ﹤0.01% | 1615 |
|
|
2020
Q1 | $16K | Sell |
135
-24
| -15% | -$2.84K | ﹤0.01% | 1570 |
|
|
2019
Q4 | $26K | Buy |
159
+24
| +18% | +$3.93K | ﹤0.01% | 1518 |
|
|
2019
Q3 | $22K | Buy |
+135
| New | +$22K | ﹤0.01% | 1725 |
|
|
2019
Q1 | – | Sell |
-195
| Closed | -$26K | – | 3171 |
|
|
2018
Q4 | $26K | Buy |
195
+78
| +67% | +$10.4K | ﹤0.01% | 1957 |
|
|
2018
Q3 | $18K | Hold |
117
| – | – | ﹤0.01% | 2490 |
|
|
2018
Q2 | $15K | Hold |
117
| – | – | ﹤0.01% | 2615 |
|
|
2018
Q1 | $15K | Hold |
117
| – | – | ﹤0.01% | 2569 |
|
|
2017
Q4 | $15K | Hold |
117
| – | – | ﹤0.01% | 2567 |
|
|
2017
Q3 | $15K | Buy |
117
+69
| +144% | +$8.85K | ﹤0.01% | 2760 |
|
|
2017
Q2 | $5K | Buy |
+48
| New | +$5K | ﹤0.01% | 3389 |
|
|
2017
Q1 | – | Sell |
-95
| Closed | -$9K | – | 4067 |
|
|
2016
Q4 | $9K | Hold |
95
| – | – | ﹤0.01% | 2955 |
|
|
2016
Q3 | $7K | Hold |
95
| – | – | ﹤0.01% | 3051 |
|
|
2016
Q2 | $7K | Buy |
+95
| New | +$7K | ﹤0.01% | 2944 |
|
|
2016
Q1 | – | Sell |
-115
| Closed | -$7K | – | 3202 |
|
|
2015
Q4 | $7K | Buy |
+115
| New | +$7K | ﹤0.01% | 2767 |
|