Marks Group Wealth Management’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
$9.62M Sell
90,639
-3,340
-4% -$355K 0.9% 29
2025
Q1
$9.43M Sell
93,979
-5,685
-6% -$570K 0.91% 24
2024
Q4
$8.99M Sell
99,664
-3,950
-4% -$356K 0.89% 33
2024
Q3
$8.34M Sell
103,614
-3,513
-3% -$283K 0.8% 57
2024
Q2
$8.18M Buy
107,127
+35
+0% +$2.67K 0.86% 39
2024
Q1
$8.16M Sell
107,092
-623
-0.6% -$47.5K 0.85% 42
2023
Q4
$7.21M Sell
107,715
-1,004
-0.9% -$67.2K 0.82% 47
2023
Q3
$6.79M Buy
108,719
+174
+0.2% +$10.9K 0.84% 40
2023
Q2
$6.51M Buy
108,545
+3,849
+4% +$231K 0.77% 54
2023
Q1
$5.89M Buy
104,696
+4,861
+5% +$274K 0.75% 58
2022
Q4
$5.77M Buy
+99,835
New +$5.77M 0.79% 55