Steward Partners Investment Advisory’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 | $42.2K | Sell |
398
-5
| -1% | -$531 | ﹤0.01% | 2554 |
|
2025
Q1 | $40.4K | Buy |
403
+13
| +3% | +$1.3K | ﹤0.01% | 2493 |
|
2024
Q4 | $35.2K | Buy |
390
+16
| +4% | +$1.45K | ﹤0.01% | 2526 |
|
2024
Q3 | $30.1K | Buy |
374
+85
| +29% | +$6.83K | ﹤0.01% | 2469 |
|
2024
Q2 | $22K | Buy |
289
+1
| +0.3% | +$76 | ﹤0.01% | 2487 |
|
2024
Q1 | $21.9K | Buy |
+288
| New | +$21.9K | ﹤0.01% | 2484 |
|
2023
Q4 | – | Sell |
-78
| Closed | -$4.88K | – | 3558 |
|
2023
Q3 | $4.88K | Hold |
78
| – | – | ﹤0.01% | 2837 |
|
2023
Q2 | $4.68K | Hold |
78
| – | – | ﹤0.01% | 2808 |
|
2023
Q1 | $4.39K | Sell |
78
-76
| -49% | -$4.28K | ﹤0.01% | 2817 |
|
2022
Q4 | $8.91K | Buy |
154
+60
| +64% | +$3.47K | ﹤0.01% | 2579 |
|
2022
Q3 | $6K | Buy |
94
+37
| +65% | +$2.36K | ﹤0.01% | 2718 |
|
2022
Q2 | $4K | Sell |
57
-165
| -74% | -$11.6K | ﹤0.01% | 2864 |
|
2022
Q1 | $13K | Buy |
+222
| New | +$13K | ﹤0.01% | 2558 |
|
2021
Q4 | – | Sell |
-39
| Closed | -$2K | – | 3295 |
|
2021
Q3 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 3006 |
|
2020
Q4 | – | Sell |
-33
| Closed | -$2K | – | 2968 |
|
2020
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 2593 |
|
2020
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 2602 |
|
2020
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 2413 |
|
2019
Q4 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 2534 |
|