RIA
Regal Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Sell |
57,024
-714
| -1% | -$34.9K | 0.21% | 128 |
|
|
2025
Q1 | $3M | Buy |
57,738
+29,311
| +103% | +$1.52M | 0.24% | 117 |
|
|
2024
Q4 | $1.37M | Buy |
28,427
+6,891
| +32% | +$332K | 0.1% | 199 |
|
|
2024
Q3 | $1.02M | Sell |
21,536
-1,161
| -5% | -$54.7K | 0.07% | 240 |
|
|
2024
Q2 | $1.09M | Sell |
22,697
-2,292
| -9% | -$110K | 0.07% | 244 |
|
|
2024
Q1 | $1.19M | Buy |
24,989
+97
| +0.4% | +$4.6K | 0.08% | 228 |
|
|
2023
Q4 | $1.06M | Sell |
24,892
-33,599
| -57% | -$1.43M | 0.08% | 216 |
|
|
2023
Q3 | $2.47M | Sell |
58,491
-17,804
| -23% | -$751K | 0.21% | 132 |
|
|
2023
Q2 | $2.99M | Buy |
76,295
+6,758
| +10% | +$265K | 0.25% | 107 |
|
|
2023
Q1 | $2.69M | Buy |
69,537
+3,392
| +5% | +$131K | 0.24% | 116 |
|
|
2022
Q4 | $2.52M | Sell |
66,145
-9,194
| -12% | -$350K | 0.24% | 106 |
|
|
2022
Q3 | $2.75M | Sell |
75,339
-9
| -0% | -$329 | 0.29% | 91 |
|
|
2022
Q2 | $2.6M | Buy |
75,348
+606
| +0.8% | +$20.9K | 0.27% | 100 |
|
|
2022
Q1 | $2.86M | Buy |
74,742
+30,112
| +67% | +$1.15M | 0.26% | 100 |
|
|
2021
Q4 | $1.46M | Buy |
+44,630
| New | +$1.46M | 0.13% | 160 |
|
|
2020
Q1 | – | Sell |
-147,935
| Closed | -$1.26M | – | 43 |
|
|
2019
Q4 | $1.26M | Sell |
147,935
-11,746
| -7% | -$99.8K | 0.23% | 122 |
|
|
2019
Q3 | $1.46M | Sell |
159,681
-19,604
| -11% | -$179K | 0.28% | 108 |
|
|
2019
Q2 | $1.77M | Buy |
179,285
+126,946
| +243% | +$1.25M | 0.34% | 95 |
|
|
2019
Q1 | $525K | Buy |
52,339
+33,822
| +183% | +$339K | 0.11% | 180 |
|
|
2018
Q4 | $162K | Buy |
18,517
+2,550
| +16% | +$22.3K | 0.04% | 316 |
|
|
2018
Q3 | $171K | Buy |
15,967
+1,748
| +12% | +$18.7K | 0.04% | 305 |
|
|
2018
Q2 | $144K | Sell |
14,219
-5,134
| -27% | -$52K | 0.04% | 249 |
|
|
2018
Q1 | $181K | Sell |
19,353
-856
| -4% | -$8.01K | 0.04% | 307 |
|
|
2017
Q4 | $218K | Sell |
20,209
-6,041
| -23% | -$65.2K | 0.05% | 265 |
|
|
2017
Q3 | $295K | Sell |
26,250
-17
| -0.1% | -$191 | 0.07% | 219 |
|
|
2017
Q2 | $314K | Buy |
26,267
+4,350
| +20% | +$52K | 0.08% | 205 |
|
|
2017
Q1 | $279K | Sell |
21,917
-140
| -0.6% | -$1.78K | 0.07% | 218 |
|
|
2016
Q4 | $278K | Buy |
22,057
+3,643
| +20% | +$45.9K | 0.08% | 210 |
|
|
2016
Q3 | $234K | Sell |
18,414
-17,923
| -49% | -$228K | 0.07% | 235 |
|
|
2016
Q2 | $462K | Sell |
36,337
-9,685
| -21% | -$123K | 0.13% | 163 |
|
|
2016
Q1 | $503K | Buy |
46,022
+190
| +0.4% | +$2.08K | 0.14% | 148 |
|
|
2015
Q4 | $552K | Sell |
45,832
-25,112
| -35% | -$302K | 0.14% | 146 |
|
|
2015
Q3 | $885K | Sell |
70,944
-33,541
| -32% | -$418K | 0.23% | 114 |
|
|
2015
Q2 | $1.63M | Buy |
104,485
+11,740
| +13% | +$183K | 0.44% | 78 |
|
|
2015
Q1 | $1.54M | Sell |
92,745
-3,073
| -3% | -$50.9K | 0.38% | 82 |
|
|
2014
Q4 | $1.68M | Buy |
95,818
+4,119
| +4% | +$72.2K | 0.45% | 75 |
|
|
2014
Q3 | $1.76M | Sell |
91,699
-1,500
| -2% | -$28.8K | 0.53% | 66 |
|
|
2014
Q2 | $1.77M | Sell |
93,199
-1,887
| -2% | -$35.9K | 0.63% | 61 |
|
|
2014
Q1 | $1.68M | Buy |
95,086
+82,984
| +686% | +$1.47M | 0.71% | 54 |
|
|
2013
Q4 | $215K | Sell |
12,102
-56,446
| -82% | -$1M | 0.12% | 148 |
|
|
2013
Q3 | $1.21M | Buy |
68,548
+17,489
| +34% | +$308K | 0.7% | 44 |
|
|
2013
Q2 | $911K | Buy |
+51,059
| New | +$911K | 0.5% | 67 |
|