RIA
Regal Investment Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,541
| Closed | -$205K | – | 515 |
|
|
2024
Q2 | $205K | Sell |
2,541
-438
| -15% | -$35.3K | 0.01% | 544 |
|
|
2024
Q1 | $228K | Sell |
2,979
-295
| -9% | -$22.6K | 0.02% | 522 |
|
|
2023
Q4 | $252K | Buy |
+3,274
| New | +$252K | 0.02% | 455 |
|
|
2022
Q4 | – | Sell |
-16,063
| Closed | -$810K | – | 496 |
|
|
2022
Q3 | $810K | Buy |
16,063
+422
| +3% | +$21.3K | 0.09% | 199 |
|
|
2022
Q2 | $869K | Buy |
15,641
+5
| +0% | +$278 | 0.09% | 208 |
|
|
2022
Q1 | $1.15M | Buy |
15,636
+339
| +2% | +$25K | 0.11% | 193 |
|
|
2021
Q4 | $1.24M | Buy |
15,297
+4,540
| +42% | +$367K | 0.11% | 203 |
|
|
2021
Q3 | $731K | Buy |
10,757
+2,330
| +28% | +$158K | 0.07% | 285 |
|
|
2021
Q2 | $652K | Buy |
+8,427
| New | +$652K | 0.07% | 292 |
|
|
2021
Q1 | – | Sell |
-4,057
| Closed | -$288K | – | 100 |
|
|
2020
Q4 | $288K | Buy |
+4,057
| New | +$288K | 0.03% | 370 |
|
|
2020
Q1 | – | Sell |
-17,952
| Closed | -$1.15M | – | 77 |
|
|
2019
Q4 | $1.15M | Sell |
17,952
-3,238
| -15% | -$208K | 0.21% | 126 |
|
|
2019
Q3 | $1.51M | Sell |
21,190
-2,411
| -10% | -$172K | 0.29% | 104 |
|
|
2019
Q2 | $1.77M | Sell |
23,601
-45,549
| -66% | -$3.42M | 0.35% | 94 |
|
|
2019
Q1 | $3.69M | Sell |
69,150
-2,318
| -3% | -$124K | 0.75% | 30 |
|
|
2018
Q4 | $3.82M | Buy |
71,468
+94
| +0.1% | +$5.03K | 0.84% | 31 |
|
|
2018
Q3 | $4.59M | Buy |
71,374
+12,083
| +20% | +$777K | 0.97% | 27 |
|
|
2018
Q2 | $3.91M | Sell |
59,291
-22,026
| -27% | -$1.45M | 1.19% | 14 |
|
|
2018
Q1 | $5.18M | Sell |
81,317
-2,684
| -3% | -$171K | 1.15% | 20 |
|
|
2017
Q4 | $5.98M | Buy |
84,001
+177
| +0.2% | +$12.6K | 1.33% | 13 |
|
|
2017
Q3 | $5.8M | Buy |
83,824
+9,762
| +13% | +$676K | 1.35% | 11 |
|
|
2017
Q2 | $4.67M | Sell |
74,062
-1,617
| -2% | -$102K | 1.16% | 18 |
|
|
2017
Q1 | $4.81M | Buy |
75,679
+1,529
| +2% | +$97.2K | 1.25% | 13 |
|
|
2016
Q4 | $4.24M | Buy |
74,150
+2,938
| +4% | +$168K | 1.17% | 14 |
|
|
2016
Q3 | $3.69M | Buy |
71,212
+5,621
| +9% | +$291K | 1.05% | 21 |
|
|
2016
Q2 | $3.26M | Sell |
65,591
-3,779
| -5% | -$188K | 0.9% | 30 |
|
|
2016
Q1 | $3.53M | Buy |
69,370
+427
| +0.6% | +$21.7K | 0.96% | 29 |
|
|
2015
Q4 | $3.55M | Buy |
68,943
+13,243
| +24% | +$682K | 0.92% | 32 |
|
|
2015
Q3 | $2.36M | Buy |
55,700
+5,461
| +11% | +$231K | 0.61% | 62 |
|
|
2015
Q2 | $2.57M | Sell |
50,239
-123
| -0.2% | -$6.29K | 0.7% | 54 |
|
|
2015
Q1 | $2.42M | Buy |
50,362
+9,505
| +23% | +$456K | 0.6% | 62 |
|
|
2014
Q4 | $1.86M | Buy |
40,857
+4,708
| +13% | +$215K | 0.5% | 72 |
|
|
2014
Q3 | $1.9M | Sell |
36,149
-1,394
| -4% | -$73.1K | 0.57% | 62 |
|
|
2014
Q2 | $1.93M | Buy |
37,543
+3,908
| +12% | +$201K | 0.69% | 54 |
|
|
2014
Q1 | $1.63M | Buy |
33,635
+6,689
| +25% | +$325K | 0.69% | 55 |
|
|
2013
Q4 | $1.2M | Sell |
26,946
-744
| -3% | -$33K | 0.68% | 60 |
|
|
2013
Q3 | $1.06M | Buy |
27,690
+607
| +2% | +$23.3K | 0.62% | 61 |
|
|
2013
Q2 | $880K | Buy |
+27,083
| New | +$880K | 0.49% | 72 |
|