RIA
Regal Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.5M | Buy |
124,099
+198
| +0.2% | +$40.6K | 1.91% | 6 |
|
|
2025
Q1 | $27.5M | Sell |
123,901
-4,590
| -4% | -$1.02M | 2.23% | 3 |
|
|
2024
Q4 | $32.2M | Sell |
128,491
-5,618
| -4% | -$1.41M | 2.42% | 3 |
|
|
2024
Q3 | $31.2M | Sell |
134,109
-8,573
| -6% | -$2M | 2.19% | 2 |
|
|
2024
Q2 | $30.1M | Buy |
142,682
+2,049
| +1% | +$432K | 1.96% | 4 |
|
|
2024
Q1 | $24.1M | Sell |
140,633
-4,312
| -3% | -$739K | 1.65% | 4 |
|
|
2023
Q4 | $27.9M | Buy |
144,945
+4,172
| +3% | +$803K | 2.11% | 2 |
|
|
2023
Q3 | $24.1M | Buy |
140,773
+5,393
| +4% | +$923K | 2.03% | 2 |
|
|
2023
Q2 | $26.3M | Sell |
135,380
-1,666
| -1% | -$323K | 2.2% | 2 |
|
|
2023
Q1 | $22.6M | Sell |
137,046
-2,079
| -1% | -$343K | 2% | 2 |
|
|
2022
Q4 | $18.1M | Buy |
139,125
+291
| +0.2% | +$37.8K | 1.75% | 3 |
|
|
2022
Q3 | $19.2M | Sell |
138,834
-105
| -0.1% | -$14.5K | 2.02% | 2 |
|
|
2022
Q2 | $19M | Sell |
138,939
-1,858
| -1% | -$254K | 1.98% | 3 |
|
|
2022
Q1 | $24.6M | Buy |
140,797
+1,365
| +1% | +$238K | 2.26% | 2 |
|
|
2021
Q4 | $24.8M | Buy |
139,432
+2,431
| +2% | +$432K | 2.19% | 3 |
|
|
2021
Q3 | $19.4M | Buy |
137,001
+839
| +0.6% | +$119K | 1.88% | 3 |
|
|
2021
Q2 | $18.6M | Buy |
+136,162
| New | +$18.6M | 1.87% | 4 |
|
|
2021
Q1 | – | Sell |
-134,076
| Closed | -$17.8M | – | 29 |
|
|
2020
Q4 | $17.8M | Buy |
+134,076
| New | +$17.8M | 2.01% | 4 |
|
|
2020
Q1 | – | Sell |
-32,800
| Closed | -$9.63M | – | 28 |
|
|
2019
Q4 | $9.63M | Buy |
32,800
+142
| +0.4% | +$41.7K | 1.73% | 5 |
|
|
2019
Q3 | $7.31M | Sell |
32,658
-2,383
| -7% | -$534K | 1.43% | 14 |
|
|
2019
Q2 | $6.94M | Buy |
35,041
+109
| +0.3% | +$21.6K | 1.35% | 15 |
|
|
2019
Q1 | $6.64M | Buy |
34,932
+527
| +2% | +$100K | 1.35% | 15 |
|
|
2018
Q4 | $5.43M | Buy |
34,405
+10,852
| +46% | +$1.71M | 1.19% | 18 |
|
|
2018
Q3 | $5.32M | Sell |
23,553
-5,891
| -20% | -$1.33M | 1.12% | 22 |
|
|
2018
Q2 | $5.45M | Sell |
29,444
-5,687
| -16% | -$1.05M | 1.65% | 6 |
|
|
2018
Q1 | $5.89M | Buy |
35,131
+169
| +0.5% | +$28.4K | 1.3% | 12 |
|
|
2017
Q4 | $5.92M | Sell |
34,962
-1,946
| -5% | -$329K | 1.32% | 14 |
|
|
2017
Q3 | $5.69M | Sell |
36,908
-1,111
| -3% | -$171K | 1.33% | 12 |
|
|
2017
Q2 | $5.48M | Buy |
38,019
+906
| +2% | +$130K | 1.36% | 10 |
|
|
2017
Q1 | $5.33M | Buy |
37,113
+657
| +2% | +$94.4K | 1.39% | 9 |
|
|
2016
Q4 | $4.22M | Sell |
36,456
-4,109
| -10% | -$476K | 1.17% | 15 |
|
|
2016
Q3 | $4.59M | Buy |
40,565
+1,080
| +3% | +$122K | 1.3% | 10 |
|
|
2016
Q2 | $3.78M | Sell |
39,485
-1,865
| -5% | -$178K | 1.04% | 20 |
|
|
2016
Q1 | $4.51M | Buy |
41,350
+5,115
| +14% | +$558K | 1.22% | 15 |
|
|
2015
Q4 | $3.81M | Buy |
36,235
+3,761
| +12% | +$396K | 0.99% | 23 |
|
|
2015
Q3 | $3.58M | Buy |
32,474
+5,208
| +19% | +$574K | 0.93% | 19 |
|
|
2015
Q2 | $3.42M | Buy |
27,266
+4,127
| +18% | +$518K | 0.92% | 22 |
|
|
2015
Q1 | $2.88M | Buy |
23,139
+4,770
| +26% | +$593K | 0.71% | 43 |
|
|
2014
Q4 | $2.03M | Sell |
18,369
-5,426
| -23% | -$599K | 0.54% | 68 |
|
|
2014
Q3 | $2.4M | Buy |
23,795
+6,364
| +37% | +$641K | 0.72% | 45 |
|
|
2014
Q2 | $1.62M | Buy |
17,431
+10,353
| +146% | +$962K | 0.58% | 65 |
|
|
2014
Q1 | $3.8M | Buy |
7,078
+2,048
| +41% | +$1.1M | 1.61% | 5 |
|
|
2013
Q4 | $2.82M | Sell |
5,030
-440
| -8% | -$247K | 1.62% | 4 |
|
|
2013
Q3 | $2.61M | Sell |
5,470
-23
| -0.4% | -$11K | 1.52% | 4 |
|
|
2013
Q2 | $2.18M | Buy |
+5,493
| New | +$2.18M | 1.2% | 16 |
|