Regal Investment Advisors’s AutoZone AZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-104
| Closed | -$328K | – | 471 |
|
|
2024
Q3 | $328K | Sell |
104
-144
| -58% | -$454K | 0.02% | 430 |
|
|
2024
Q2 | $735K | Buy |
248
+70
| +39% | +$207K | 0.05% | 302 |
|
|
2024
Q1 | $561K | Buy |
178
+72
| +68% | +$227K | 0.04% | 335 |
|
|
2023
Q4 | $274K | Sell |
106
-86
| -45% | -$222K | 0.02% | 439 |
|
|
2023
Q3 | $488K | Buy |
192
+89
| +86% | +$226K | 0.04% | 297 |
|
|
2023
Q2 | $257K | Sell |
103
-182
| -64% | -$454K | 0.02% | 429 |
|
|
2023
Q1 | $701K | Buy |
285
+40
| +16% | +$98.3K | 0.06% | 235 |
|
|
2022
Q4 | $604K | Buy |
245
+11
| +5% | +$27.1K | 0.06% | 243 |
|
|
2022
Q3 | $501K | Sell |
234
-7
| -3% | -$15K | 0.05% | 266 |
|
|
2022
Q2 | $518K | Sell |
241
-63
| -21% | -$135K | 0.05% | 274 |
|
|
2022
Q1 | $622K | Buy |
304
+85
| +39% | +$174K | 0.06% | 278 |
|
|
2021
Q4 | $459K | Buy |
219
+1
| +0.5% | +$2.1K | 0.04% | 345 |
|
|
2021
Q3 | $370K | Buy |
218
+6
| +3% | +$10.2K | 0.04% | 376 |
|
|
2021
Q2 | $316K | Buy |
+212
| New | +$316K | 0.03% | 408 |
|
|
2021
Q1 | – | Sell |
-209
| Closed | -$248K | – | 50 |
|
|
2020
Q4 | $248K | Buy |
+209
| New | +$248K | 0.03% | 400 |
|
|
2019
Q3 | – | Sell |
-2,301
| Closed | -$2.53M | – | 317 |
|
|
2019
Q2 | $2.53M | Sell |
2,301
-384
| -14% | -$422K | 0.49% | 54 |
|
|
2019
Q1 | $2.75M | Sell |
2,685
-137
| -5% | -$140K | 0.56% | 50 |
|
|
2018
Q4 | $2.37M | Buy |
2,822
+44
| +2% | +$36.9K | 0.52% | 53 |
|
|
2018
Q3 | $2.16M | Buy |
+2,778
| New | +$2.16M | 0.45% | 67 |
|
|
2015
Q4 | – | Sell |
-124
| Closed | -$89K | – | 312 |
|
|
2015
Q3 | $89K | Buy |
124
+38
| +44% | +$27.3K | 0.02% | 359 |
|
|
2015
Q2 | $57K | Buy |
86
+8
| +10% | +$5.3K | 0.02% | 398 |
|
|
2015
Q1 | $53K | Hold |
78
| – | – | 0.01% | 420 |
|
|
2014
Q4 | $48K | Buy |
78
+12
| +18% | +$7.39K | 0.01% | 401 |
|
|
2014
Q3 | $34K | Sell |
66
-11
| -14% | -$5.67K | 0.01% | 465 |
|
|
2014
Q2 | $41K | Buy |
77
+36
| +88% | +$19.2K | 0.01% | 410 |
|
|
2014
Q1 | $22K | Buy |
+41
| New | +$22K | 0.01% | 486 |
|