LA
Legacy Advisors’s RBC Bearings RBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,395
| Closed | -$1.41M | – | 318 |
|
|
2025
Q1 | $1.41M | Sell |
4,395
-70
| -2% | -$22.5K | 0.15% | 120 |
|
|
2024
Q4 | $1.34M | Buy |
4,465
+73
| +2% | +$21.8K | 0.13% | 121 |
|
|
2024
Q3 | $1.31M | Sell |
4,392
-142
| -3% | -$42.5K | 0.14% | 123 |
|
|
2024
Q2 | $1.22M | Buy |
4,534
+61
| +1% | +$16.5K | 0.15% | 106 |
|
|
2024
Q1 | $1.21M | Buy |
4,473
+338
| +8% | +$91.4K | 0.15% | 118 |
|
|
2023
Q4 | $1.18M | Buy |
4,135
+1
| +0% | +$285 | 0.15% | 113 |
|
|
2023
Q3 | $968K | Buy |
4,134
+207
| +5% | +$48.5K | 0.16% | 126 |
|
|
2023
Q2 | $854K | Buy |
3,927
+185
| +5% | +$40.2K | 0.13% | 131 |
|
|
2023
Q1 | $871K | Buy |
3,742
+272
| +8% | +$63.3K | 0.16% | 108 |
|
|
2022
Q4 | $726K | Buy |
3,470
+1,092
| +46% | +$229K | 0.13% | 112 |
|
|
2022
Q3 | $494K | Buy |
2,378
+581
| +32% | +$121K | 0.11% | 125 |
|
|
2022
Q2 | $332K | Buy |
1,797
+731
| +69% | +$135K | 0.07% | 164 |
|
|
2022
Q1 | $207K | Buy |
+1,066
| New | +$207K | 0.04% | 201 |
|