Regal Investment Advisors’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
7,290
-819
| -10% | -$33.4K | 0.02% | 427 |
|
|
2025
Q1 | $311K | Sell |
8,109
-150
| -2% | -$5.75K | 0.03% | 394 |
|
|
2024
Q4 | $306K | Sell |
8,259
-916
| -10% | -$34K | 0.02% | 402 |
|
|
2024
Q3 | $320K | Sell |
9,175
-1,745
| -16% | -$60.9K | 0.02% | 438 |
|
|
2024
Q2 | $369K | Sell |
10,920
-388
| -3% | -$13.1K | 0.02% | 411 |
|
|
2024
Q1 | $393K | Buy |
11,308
+4,256
| +60% | +$148K | 0.03% | 405 |
|
|
2023
Q4 | $219K | Buy |
+7,052
| New | +$219K | 0.02% | 496 |
|
|
2014
Q2 | – | Sell |
-600
| Closed | -$15K | – | 899 |
|
|
2014
Q1 | $15K | Buy |
+600
| New | +$15K | 0.01% | 566 |
|