Regal Investment Advisors’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Sell |
9,598
-3,732
| -28% | -$1.03M | 0.2% | 132 |
|
|
2025
Q1 | $3.54M | Sell |
13,330
-6,304
| -32% | -$1.67M | 0.29% | 94 |
|
|
2024
Q4 | $4.56M | Sell |
19,634
-288
| -1% | -$66.9K | 0.34% | 82 |
|
|
2024
Q3 | $4.4M | Buy |
19,922
+729
| +4% | +$161K | 0.31% | 99 |
|
|
2024
Q2 | $3.77M | Buy |
19,193
+273
| +1% | +$53.7K | 0.25% | 115 |
|
|
2024
Q1 | $4.07M | Buy |
18,920
+437
| +2% | +$94.1K | 0.28% | 105 |
|
|
2023
Q4 | $3.89M | Buy |
18,483
+3,553
| +24% | +$748K | 0.29% | 100 |
|
|
2023
Q3 | $2.99M | Buy |
14,930
+2,807
| +23% | +$562K | 0.25% | 113 |
|
|
2023
Q2 | $2.25M | Sell |
12,123
-433
| -3% | -$80.2K | 0.19% | 131 |
|
|
2023
Q1 | $2.4M | Buy |
12,556
+10,060
| +403% | +$1.93M | 0.21% | 126 |
|
|
2022
Q4 | $420K | Buy |
2,496
+540
| +28% | +$90.8K | 0.04% | 308 |
|
|
2022
Q3 | $346K | Sell |
1,956
-79
| -4% | -$14K | 0.04% | 331 |
|
|
2022
Q2 | $417K | Sell |
2,035
-8
| -0.4% | -$1.64K | 0.04% | 311 |
|
|
2022
Q1 | $486K | Sell |
2,043
-2,893
| -59% | -$688K | 0.04% | 313 |
|
|
2021
Q4 | $1.13M | Sell |
4,936
-935
| -16% | -$214K | 0.1% | 221 |
|
|
2021
Q3 | $1.14M | Sell |
5,871
-151
| -3% | -$29.2K | 0.11% | 200 |
|
|
2021
Q2 | $1.28M | Buy |
+6,022
| New | +$1.28M | 0.13% | 165 |
|
|
2021
Q1 | – | Sell |
-3,186
| Closed | -$580K | – | 83 |
|
|
2020
Q4 | $580K | Buy |
+3,186
| New | +$580K | 0.07% | 260 |
|
|
2015
Q4 | – | Sell |
-16
| Closed | -$1K | – | 370 |
|
|
2015
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 974 |
|
|
2015
Q2 | $1K | Sell |
16
-44
| -73% | -$2.75K | ﹤0.01% | 876 |
|
|
2015
Q1 | $6K | Sell |
60
-32,364
| -100% | -$3.24M | ﹤0.01% | 778 |
|
|
2014
Q4 | $2.87M | Buy |
32,424
+374
| +1% | +$33.2K | 0.77% | 33 |
|
|
2014
Q3 | $2.56M | Buy |
32,050
+1,642
| +5% | +$131K | 0.77% | 37 |
|
|
2014
Q2 | $2.16M | Buy |
+30,408
| New | +$2.16M | 0.77% | 47 |
|