Regal Investment Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $815K | Sell |
1,759
-88
| -5% | -$42.6K | 0.05% | 331 |
|
|
2025
Q4 | $887K | Buy |
1,847
+10
| +0.5% | +$4.73K | 0.05% | 302 |
|
|
2025
Q3 | $852K | Sell |
1,837
-1
| -0.1% | -$451 | 0.06% | 286 |
|
|
2025
Q2 | $810K | Sell |
1,838
-439
| -19% | -$182K | 0.06% | 269 |
|
|
2025
Q1 | $956K | Buy |
2,277
+52
| +2% | +$22.5K | 0.08% | 225 |
|
|
2024
Q4 | $947K | Buy |
2,225
+478
| +27% | +$207K | 0.07% | 237 |
|
|
2024
Q3 | $739K | Sell |
1,747
-428
| -20% | -$174K | 0.05% | 284 |
|
|
2024
Q2 | $851K | Buy |
2,175
+165
| +8% | +$64.1K | 0.06% | 275 |
|
|
2024
Q1 | $799K | Buy |
2,010
+103
| +5% | +$39.7K | 0.05% | 279 |
|
|
2023
Q4 | $719K | Buy |
1,907
+122
| +7% | +$42.6K | 0.05% | 270 |
|
|
2023
Q3 | $598K | Buy |
1,785
+106
| +6% | +$36.8K | 0.05% | 265 |
|
|
2023
Q2 | $577K | Hold |
1,679
| – | – | 0.05% | 274 |
|
|
2023
Q1 | $558K | Buy |
1,679
+198
| +13% | +$65.8K | 0.05% | 272 |
|
|
2022
Q4 | $491K | Buy |
1,481
+54
| +4% | +$17.6K | 0.05% | 278 |
|
|
2022
Q3 | $410K | Sell |
1,427
-39
| -3% | -$12.4K | 0.04% | 298 |
|
|
2022
Q2 | $451K | Buy |
1,466
+125
| +9% | +$40.9K | 0.05% | 297 |
|
|
2022
Q1 | $465K | Hold |
1,341
| – | – | 0.04% | 320 |
|
|
2021
Q4 | $487K | Hold |
1,341
| – | – | 0.04% | 336 |
|
|
2021
Q3 | $454K | Sell |
1,341
-93
| -6% | -$32.5K | 0.04% | 344 |
|
|
2021
Q2 | $495K | Buy |
+1,434
| New | +$489K | 0.05% | 330 |
|
|
2021
Q1 | – | Sell |
-1,516
| Closed | -$464K | – | 109 |
|
|
2020
Q4 | $464K | Buy |
+1,516
| New | +$441K | 0.05% | 294 |
|
|
2020
Q3 | – | Sell |
-1,454
| Closed | -$375K | – | 42 |
|
|
2020
Q2 | $375K | Buy |
+1,454
| New | +$358K | 0.07% | 208 |
|
|
2015
Q4 | – | Sell |
-141
| Closed | -$22K | – | 409 |
|
|
2015
Q3 | $22K | Sell |
141
-111
| -44% | -$18.9K | 0.01% | 545 |
|
|
2015
Q2 | $44K | Sell |
252
-158
| -39% | -$28.4K | 0.01% | 439 |
|
|
2015
Q1 | $73K | Buy |
410
+128
| +45% | +$22.8K | 0.02% | 386 |
|
|
2014
Q4 | $50K | Sell |
282
-829
| -75% | -$144K | 0.01% | 395 |
|
|
2014
Q3 | $189K | Buy |
1,111
+359
| +48% | +$60.8K | 0.06% | 224 |
|
|
2014
Q2 | $126K | Sell |
752
-66
| -8% | -$10.9K | 0.04% | 250 |
|
|
2014
Q1 | $134K | Sell |
818
-2,972
| -78% | -$480K | 0.06% | 233 |
|
|
2013
Q4 | $627K | Buy |
3,790
+3,038
| +404% | +$477K | 0.36% | 89 |
|
|
2013
Q3 | $114K | Sell |
752
-4,421
| -85% | -$675K | 0.07% | 223 |
|
|
2013
Q2 | $770K | Buy |
+5,173
| New | +$773K | 0.43% | 79 |
|
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