Regal Investment Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.16M | Buy |
37,193
+1,378
| +4% | +$302K | 0.61% | 39 |
|
|
2025
Q1 | $6.81M | Sell |
35,815
-8,347
| -19% | -$1.59M | 0.55% | 45 |
|
|
2024
Q4 | $9.69M | Sell |
44,162
-8,509
| -16% | -$1.87M | 0.73% | 27 |
|
|
2024
Q3 | $9.81M | Sell |
52,671
-23,350
| -31% | -$4.35M | 0.69% | 27 |
|
|
2024
Q2 | $14.7M | Buy |
76,021
+4,092
| +6% | +$791K | 0.96% | 18 |
|
|
2024
Q1 | $13M | Buy |
71,929
+699
| +1% | +$126K | 0.89% | 24 |
|
|
2023
Q4 | $10.8M | Buy |
71,230
+1,211
| +2% | +$184K | 0.82% | 23 |
|
|
2023
Q3 | $8.9M | Buy |
70,019
+270
| +0.4% | +$34.3K | 0.75% | 28 |
|
|
2023
Q2 | $9.09M | Sell |
69,749
-1,925
| -3% | -$251K | 0.76% | 31 |
|
|
2023
Q1 | $7.4M | Buy |
71,674
+2,821
| +4% | +$291K | 0.65% | 37 |
|
|
2022
Q4 | $5.78M | Buy |
68,853
+660
| +1% | +$55.4K | 0.56% | 51 |
|
|
2022
Q3 | $7.71M | Sell |
68,193
-11,870
| -15% | -$1.34M | 0.81% | 27 |
|
|
2022
Q2 | $8.5M | Buy |
80,063
+24,723
| +45% | +$2.63M | 0.89% | 25 |
|
|
2022
Q1 | $9.02M | Buy |
55,340
+640
| +1% | +$104K | 0.83% | 28 |
|
|
2021
Q4 | $9.12M | Buy |
54,700
+660
| +1% | +$110K | 0.81% | 26 |
|
|
2021
Q3 | $8.88M | Buy |
54,040
+3,340
| +7% | +$549K | 0.86% | 26 |
|
|
2021
Q2 | $8.72M | Buy |
+50,700
| New | +$8.72M | 0.87% | 26 |
|
|
2021
Q1 | – | Sell |
-51,640
| Closed | -$8.41M | – | 45 |
|
|
2020
Q4 | $8.41M | Buy |
+51,640
| New | +$8.41M | 0.95% | 21 |
|
|
2020
Q1 | – | Sell |
-35,180
| Closed | -$3.25M | – | 45 |
|
|
2019
Q4 | $3.25M | Buy |
35,180
+120
| +0.3% | +$11.1K | 0.58% | 45 |
|
|
2019
Q3 | $3.04M | Sell |
35,060
-1,020
| -3% | -$88.5K | 0.59% | 42 |
|
|
2019
Q2 | $3.42M | Buy |
36,080
+920
| +3% | +$87.1K | 0.67% | 35 |
|
|
2019
Q1 | $3.13M | Buy |
35,160
+1,060
| +3% | +$94.4K | 0.64% | 44 |
|
|
2018
Q4 | $2.56M | Buy |
34,100
+14,700
| +76% | +$1.1M | 0.56% | 50 |
|
|
2018
Q3 | $1.94M | Buy |
19,400
+11,380
| +142% | +$1.14M | 0.41% | 74 |
|
|
2018
Q2 | $682K | Sell |
8,020
-6,260
| -44% | -$532K | 0.21% | 137 |
|
|
2018
Q1 | $1.03M | Buy |
14,280
+2,120
| +17% | +$153K | 0.23% | 120 |
|
|
2017
Q4 | $711K | Sell |
12,160
-460
| -4% | -$26.9K | 0.16% | 147 |
|
|
2017
Q3 | $607K | Buy |
12,620
+1,880
| +18% | +$90.4K | 0.14% | 158 |
|
|
2017
Q2 | $520K | Buy |
10,740
+4,080
| +61% | +$198K | 0.13% | 163 |
|
|
2017
Q1 | $295K | Buy |
+6,660
| New | +$295K | 0.08% | 211 |
|
|
2015
Q4 | – | Sell |
-1,080
| Closed | -$27K | – | 290 |
|
|
2015
Q3 | $27K | Buy |
1,080
+340
| +46% | +$8.5K | 0.01% | 508 |
|
|
2015
Q2 | $16K | Sell |
740
-260
| -26% | -$5.62K | ﹤0.01% | 585 |
|
|
2015
Q1 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 572 |
|
|
2014
Q4 | $16K | Sell |
1,000
-138,360
| -99% | -$2.21M | ﹤0.01% | 565 |
|
|
2014
Q3 | $2.25M | Buy |
139,360
+4,080
| +3% | +$65.8K | 0.68% | 51 |
|
|
2014
Q2 | $2.2M | Buy |
+135,280
| New | +$2.2M | 0.78% | 44 |
|