RIA
Regal Investment Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Sell |
67,803
-1,322
| -2% | -$91.7K | 0.35% | 76 |
|
|
2025
Q1 | $4.27M | Sell |
69,125
-33,946
| -33% | -$2.09M | 0.35% | 81 |
|
|
2024
Q4 | $6.1M | Buy |
103,071
+39
| +0% | +$2.31K | 0.46% | 59 |
|
|
2024
Q3 | $5.48M | Buy |
103,032
+11,260
| +12% | +$599K | 0.38% | 72 |
|
|
2024
Q2 | $4.36M | Buy |
91,772
+2,783
| +3% | +$132K | 0.28% | 100 |
|
|
2024
Q1 | $4.44M | Sell |
88,989
-5,057
| -5% | -$252K | 0.3% | 96 |
|
|
2023
Q4 | $4.75M | Buy |
94,046
+21,887
| +30% | +$1.11M | 0.36% | 75 |
|
|
2023
Q3 | $3.88M | Buy |
72,159
+8,757
| +14% | +$471K | 0.33% | 82 |
|
|
2023
Q2 | $3.28M | Buy |
63,402
+1,491
| +2% | +$77.1K | 0.28% | 94 |
|
|
2023
Q1 | $3.24M | Buy |
61,911
+37,364
| +152% | +$1.95M | 0.29% | 98 |
|
|
2022
Q4 | $1.17M | Buy |
24,547
+462
| +2% | +$22K | 0.11% | 174 |
|
|
2022
Q3 | $963K | Sell |
24,085
-890
| -4% | -$35.6K | 0.1% | 182 |
|
|
2022
Q2 | $1.07M | Sell |
24,975
-404
| -2% | -$17.2K | 0.11% | 174 |
|
|
2022
Q1 | $1.42M | Sell |
25,379
-14,991
| -37% | -$836K | 0.13% | 158 |
|
|
2021
Q4 | $2.56M | Sell |
40,370
-681
| -2% | -$43.2K | 0.23% | 106 |
|
|
2021
Q3 | $2.23M | Buy |
41,051
+1,071
| +3% | +$58.3K | 0.22% | 122 |
|
|
2021
Q2 | $2.12M | Buy |
+39,980
| New | +$2.12M | 0.21% | 121 |
|
|
2021
Q1 | – | Sell |
-38,496
| Closed | -$1.72M | – | 92 |
|
|
2020
Q4 | $1.72M | Buy |
+38,496
| New | +$1.72M | 0.19% | 126 |
|
|
2020
Q1 | – | Sell |
-18,585
| Closed | -$891K | – | 71 |
|
|
2019
Q4 | $891K | Buy |
18,585
+2,512
| +16% | +$120K | 0.16% | 142 |
|
|
2019
Q3 | $794K | Sell |
16,073
-352
| -2% | -$17.4K | 0.15% | 148 |
|
|
2019
Q2 | $899K | Buy |
16,425
+256
| +2% | +$14K | 0.18% | 140 |
|
|
2019
Q1 | $873K | Sell |
16,169
-847
| -5% | -$45.7K | 0.18% | 135 |
|
|
2018
Q4 | $737K | Buy |
17,016
+863
| +5% | +$37.4K | 0.16% | 147 |
|
|
2018
Q3 | $786K | Buy |
16,153
+5,781
| +56% | +$281K | 0.17% | 151 |
|
|
2018
Q2 | $446K | Sell |
10,372
-4,948
| -32% | -$213K | 0.14% | 172 |
|
|
2018
Q1 | $657K | Buy |
15,320
+388
| +3% | +$16.6K | 0.15% | 153 |
|
|
2017
Q4 | $572K | Buy |
14,932
+254
| +2% | +$9.73K | 0.13% | 165 |
|
|
2017
Q3 | $494K | Buy |
14,678
+3,296
| +29% | +$111K | 0.12% | 176 |
|
|
2017
Q2 | $356K | Buy |
11,382
+966
| +9% | +$30.2K | 0.09% | 195 |
|
|
2017
Q1 | $352K | Buy |
10,416
+1,866
| +22% | +$63.1K | 0.09% | 194 |
|
|
2016
Q4 | $258K | Buy |
8,550
+347
| +4% | +$10.5K | 0.07% | 214 |
|
|
2016
Q3 | $260K | Buy |
+8,203
| New | +$260K | 0.07% | 224 |
|
|
2015
Q4 | – | Sell |
-2,476
| Closed | -$64K | – | 383 |
|
|
2015
Q3 | $64K | Sell |
2,476
-424
| -15% | -$11K | 0.02% | 402 |
|
|
2015
Q2 | $79K | Buy |
2,900
+200
| +7% | +$5.45K | 0.02% | 368 |
|
|
2015
Q1 | $74K | Buy |
2,700
+459
| +20% | +$12.6K | 0.02% | 384 |
|
|
2014
Q4 | $62K | Sell |
2,241
-6,841
| -75% | -$189K | 0.02% | 372 |
|
|
2014
Q3 | $229K | Sell |
9,082
-675
| -7% | -$17K | 0.07% | 210 |
|
|
2014
Q2 | $242K | Buy |
9,757
+1,425
| +17% | +$35.3K | 0.09% | 186 |
|
|
2014
Q1 | $187K | Buy |
8,332
+3,852
| +86% | +$86.5K | 0.08% | 189 |
|
|
2013
Q4 | $100K | Sell |
4,480
-371
| -8% | -$8.28K | 0.06% | 209 |
|
|
2013
Q3 | $114K | Buy |
4,851
+492
| +11% | +$11.6K | 0.07% | 222 |
|
|
2013
Q2 | $106K | Buy |
+4,359
| New | +$106K | 0.06% | 223 |
|