Klein Pavlis & Peasley Financial’s RB Global RBA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.01M Sell
47,206
-1,328
-3% -$141K 3.34% 5
2025
Q1
$4.87M Buy
48,534
+3,171
+7% +$318K 3.51% 5
2024
Q4
$4.09M Buy
45,363
+667
+1% +$60.2K 3.31% 6
2024
Q3
$3.6M Buy
44,696
+872
+2% +$70.2K 2.88% 8
2024
Q2
$3.35M Buy
43,824
+21,310
+95% +$1.63M 2.97% 7
2024
Q1
$1.71M Buy
+22,514
New +$1.71M 1.55% 24