Regal Investment Advisors’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
3,345
-14
| -0.4% | -$1.27K | 0.02% | 421 |
|
|
2025
Q1 | $315K | Sell |
3,359
-3,687
| -52% | -$345K | 0.03% | 393 |
|
|
2024
Q4 | $641K | Sell |
7,046
-1,527
| -18% | -$139K | 0.05% | 290 |
|
|
2024
Q3 | $890K | Buy |
8,573
+835
| +11% | +$86.7K | 0.06% | 258 |
|
|
2024
Q2 | $751K | Buy |
7,738
+33
| +0.4% | +$3.2K | 0.05% | 298 |
|
|
2024
Q1 | $694K | Buy |
7,705
+131
| +2% | +$11.8K | 0.05% | 298 |
|
|
2023
Q4 | $604K | Buy |
7,574
+121
| +2% | +$9.65K | 0.05% | 292 |
|
|
2023
Q3 | $530K | Sell |
7,453
-41
| -0.5% | -$2.92K | 0.04% | 281 |
|
|
2023
Q2 | $577K | Sell |
7,494
-6
| -0.1% | -$462 | 0.05% | 273 |
|
|
2023
Q1 | $564K | Buy |
7,500
+502
| +7% | +$37.7K | 0.05% | 269 |
|
|
2022
Q4 | $551K | Buy |
6,998
+494
| +8% | +$38.9K | 0.05% | 260 |
|
|
2022
Q3 | $457K | Buy |
6,504
+1,371
| +27% | +$96.3K | 0.05% | 283 |
|
|
2022
Q2 | $411K | Buy |
5,133
+621
| +14% | +$49.7K | 0.04% | 314 |
|
|
2022
Q1 | $343K | Buy |
4,512
+311
| +7% | +$23.6K | 0.03% | 371 |
|
|
2021
Q4 | $359K | Buy |
4,201
+90
| +2% | +$7.69K | 0.03% | 388 |
|
|
2021
Q3 | $311K | Buy |
4,111
+1,202
| +41% | +$90.9K | 0.03% | 415 |
|
|
2021
Q2 | $237K | Buy |
+2,909
| New | +$237K | 0.02% | 472 |
|
|
2021
Q1 | – | Sell |
-4,481
| Closed | -$383K | – | 79 |
|
|
2020
Q4 | $383K | Buy |
+4,481
| New | +$383K | 0.04% | 321 |
|
|
2020
Q1 | – | Sell |
-3,882
| Closed | -$267K | – | 63 |
|
|
2019
Q4 | $267K | Sell |
3,882
-554
| -12% | -$38.1K | 0.05% | 276 |
|
|
2019
Q3 | $326K | Buy |
4,436
+109
| +3% | +$8.01K | 0.06% | 241 |
|
|
2019
Q2 | $310K | Sell |
4,327
-246
| -5% | -$17.6K | 0.06% | 248 |
|
|
2019
Q1 | $313K | Buy |
+4,573
| New | +$313K | 0.06% | 238 |
|
|
2017
Q3 | – | Sell |
-2,947
| Closed | -$218K | – | 281 |
|
|
2017
Q2 | $218K | Buy |
+2,947
| New | +$218K | 0.05% | 240 |
|
|
2016
Q4 | – | Sell |
-3,626
| Closed | -$269K | – | 250 |
|
|
2016
Q3 | $269K | Hold |
3,626
| – | – | 0.08% | 221 |
|
|
2016
Q2 | $265K | Hold |
3,626
| – | – | 0.07% | 213 |
|
|
2016
Q1 | $256K | Sell |
3,626
-5,636
| -61% | -$398K | 0.07% | 214 |
|
|
2015
Q4 | $617K | Buy |
9,262
+1,802
| +24% | +$120K | 0.16% | 135 |
|
|
2015
Q3 | $473K | Buy |
7,460
+3,132
| +72% | +$199K | 0.12% | 154 |
|
|
2015
Q2 | $283K | Buy |
4,328
+385
| +10% | +$25.2K | 0.08% | 194 |
|
|
2015
Q1 | $273K | Buy |
3,943
+2,557
| +184% | +$177K | 0.07% | 210 |
|
|
2014
Q4 | $96K | Buy |
1,386
+279
| +25% | +$19.3K | 0.03% | 316 |
|
|
2014
Q3 | $72K | Buy |
+1,107
| New | +$72K | 0.02% | 354 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 883 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 890 |
|