United Capital Financial Advisors’s Regal Rexnord RRX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $304K | Sell |
2,094
-182
| -8% | -$26.4K | ﹤0.01% | 910 |
|
2025
Q1 | $259K | Sell |
2,276
-148
| -6% | -$16.8K | ﹤0.01% | 928 |
|
2024
Q4 | $376K | Sell |
2,424
-71
| -3% | -$11K | ﹤0.01% | 809 |
|
2024
Q3 | $414K | Buy |
2,495
+204
| +9% | +$33.8K | ﹤0.01% | 780 |
|
2024
Q2 | $310K | Sell |
2,291
-34
| -1% | -$4.6K | ﹤0.01% | 831 |
|
2024
Q1 | $419K | Sell |
2,325
-573
| -20% | -$103K | ﹤0.01% | 777 |
|
2023
Q4 | $429K | Sell |
2,898
-1,408
| -33% | -$208K | ﹤0.01% | 763 |
|
2023
Q3 | $615K | Sell |
4,306
-2,090
| -33% | -$299K | ﹤0.01% | 600 |
|
2023
Q2 | $984K | Sell |
6,396
-340
| -5% | -$52.3K | 0.01% | 551 |
|
2023
Q1 | $948K | Buy |
+6,736
| New | +$948K | 0.01% | 588 |
|