Regal Investment Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,364
| Closed | -$1.17M | – | 482 |
|
|
2025
Q1 | $1.17M | Buy |
5,364
+434
| +9% | +$94.4K | 0.09% | 200 |
|
|
2024
Q4 | $904K | Buy |
4,930
+914
| +23% | +$168K | 0.07% | 241 |
|
|
2024
Q3 | $934K | Sell |
4,016
-48
| -1% | -$11.2K | 0.07% | 252 |
|
|
2024
Q2 | $790K | Buy |
4,064
+142
| +4% | +$27.6K | 0.05% | 287 |
|
|
2024
Q1 | $775K | Buy |
3,922
+275
| +8% | +$54.3K | 0.05% | 285 |
|
|
2023
Q4 | $787K | Buy |
3,647
+1,400
| +62% | +$302K | 0.06% | 256 |
|
|
2023
Q3 | $369K | Buy |
2,247
+200
| +10% | +$32.9K | 0.03% | 347 |
|
|
2023
Q2 | $397K | Buy |
2,047
+37
| +2% | +$7.18K | 0.03% | 334 |
|
|
2023
Q1 | $411K | Buy |
2,010
+20
| +1% | +$4.09K | 0.04% | 320 |
|
|
2022
Q4 | $422K | Buy |
1,990
+142
| +8% | +$30.1K | 0.04% | 307 |
|
|
2022
Q3 | $397K | Sell |
1,848
-31
| -2% | -$6.66K | 0.04% | 305 |
|
|
2022
Q2 | $480K | Buy |
1,879
+76
| +4% | +$19.4K | 0.05% | 283 |
|
|
2022
Q1 | $453K | Buy |
1,803
+153
| +9% | +$38.4K | 0.04% | 326 |
|
|
2021
Q4 | $483K | Buy |
1,650
+424
| +35% | +$124K | 0.04% | 338 |
|
|
2021
Q3 | $325K | Buy |
1,226
+117
| +11% | +$31K | 0.03% | 401 |
|
|
2021
Q2 | $300K | Buy |
+1,109
| New | +$300K | 0.03% | 422 |
|
|
2015
Q4 | – | Sell |
-30
| Closed | -$2K | – | 289 |
|
|
2015
Q3 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 923 |
|