Sequoia Financial Advisors’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 | $426K | Buy |
4,009
+478
| +14% | +$50.8K | ﹤0.01% | 1072 |
|
|
2025
Q1 | $354K | Buy |
3,531
+46
| +1% | +$4.61K | ﹤0.01% | 991 |
|
|
2024
Q4 | $314K | Buy |
3,485
+563
| +19% | +$50.8K | ﹤0.01% | 998 |
|
|
2024
Q3 | $235K | Sell |
2,922
-172
| -6% | -$13.8K | ﹤0.01% | 1091 |
|
|
2024
Q2 | $236K | Buy |
+3,094
| New | +$236K | ﹤0.01% | 1005 |
|
|
2014
Q3 | – | Sell |
-10,707
| Closed | -$264K | – | 179 |
|
|
2014
Q2 | $264K | Buy |
10,707
+435
| +4% | +$10.7K | 0.2% | 118 |
|
|
2014
Q1 | $248K | Buy |
10,272
+1,013
| +11% | +$24.5K | 0.21% | 125 |
|
|
2013
Q4 | $212K | Buy |
+9,259
| New | +$212K | 0.18% | 133 |
|