Regal Investment Advisors’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,476
| Closed | -$369K | – | 472 |
|
|
2024
Q3 | $369K | Buy |
+3,476
| New | +$369K | 0.03% | 402 |
|
|
2023
Q4 | – | Sell |
-2,696
| Closed | -$234K | – | 546 |
|
|
2023
Q3 | $234K | Buy |
2,696
+28
| +1% | +$2.43K | 0.02% | 439 |
|
|
2023
Q2 | $222K | Sell |
2,668
-964
| -27% | -$80.4K | 0.02% | 462 |
|
|
2023
Q1 | $371K | Sell |
3,632
-3,642
| -50% | -$372K | 0.03% | 347 |
|
|
2022
Q4 | $641K | Sell |
7,274
-1,195
| -14% | -$105K | 0.06% | 237 |
|
|
2022
Q3 | $677K | Sell |
8,469
-22
| -0.3% | -$1.76K | 0.07% | 221 |
|
|
2022
Q2 | $965K | Buy |
8,491
+14
| +0.2% | +$1.59K | 0.1% | 194 |
|
|
2022
Q1 | $922K | Sell |
8,477
-109
| -1% | -$11.9K | 0.08% | 223 |
|
|
2021
Q4 | $1.02M | Sell |
8,586
-1,806
| -17% | -$215K | 0.09% | 239 |
|
|
2021
Q3 | $1.54M | Buy |
10,392
+1,324
| +15% | +$196K | 0.15% | 147 |
|
|
2021
Q2 | $2.06M | Buy |
+9,068
| New | +$2.06M | 0.21% | 124 |
|
|
2021
Q1 | – | Sell |
-8,445
| Closed | -$1.97M | – | 52 |
|
|
2020
Q4 | $1.97M | Buy |
+8,445
| New | +$1.97M | 0.22% | 115 |
|
|
2020
Q1 | – | Sell |
-2,304
| Closed | -$489K | – | 47 |
|
|
2019
Q4 | $489K | Buy |
2,304
+710
| +45% | +$151K | 0.09% | 194 |
|
|
2019
Q3 | $267K | Buy |
1,594
+316
| +25% | +$52.9K | 0.05% | 260 |
|
|
2019
Q2 | $217K | Sell |
1,278
-181
| -12% | -$30.7K | 0.04% | 288 |
|
|
2019
Q1 | $266K | Sell |
1,459
-172
| -11% | -$31.4K | 0.05% | 256 |
|
|
2018
Q4 | $224K | Sell |
1,631
-62
| -4% | -$8.52K | 0.05% | 289 |
|
|
2018
Q3 | $279K | Buy |
1,693
+280
| +20% | +$46.1K | 0.06% | 253 |
|
|
2018
Q2 | $262K | Sell |
1,413
-2,038
| -59% | -$378K | 0.08% | 224 |
|
|
2018
Q1 | $633K | Buy |
3,451
+765
| +28% | +$140K | 0.14% | 157 |
|
|
2017
Q4 | $463K | Buy |
2,686
+990
| +58% | +$171K | 0.1% | 184 |
|
|
2017
Q3 | $293K | Buy |
+1,696
| New | +$293K | 0.07% | 220 |
|
|
2015
Q4 | – | Sell |
-299
| Closed | -$17K | – | 315 |
|
|
2015
Q3 | $17K | Sell |
299
-1,001
| -77% | -$56.9K | ﹤0.01% | 586 |
|
|
2015
Q2 | $106K | Sell |
1,300
-50
| -4% | -$4.08K | 0.03% | 328 |
|
|
2015
Q1 | $112K | Buy |
1,350
+1,000
| +286% | +$83K | 0.03% | 324 |
|
|
2014
Q4 | $36K | Buy |
350
+200
| +133% | +$20.6K | 0.01% | 443 |
|
|
2014
Q3 | $13K | Buy |
+150
| New | +$13K | ﹤0.01% | 631 |
|