Regal Investment Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,583
| Closed | -$265K | – | 487 |
|
|
2025
Q1 | $265K | Sell |
7,583
-5,669
| -43% | -$198K | 0.02% | 424 |
|
|
2024
Q4 | $532K | Sell |
13,252
-1,947
| -13% | -$78.1K | 0.04% | 314 |
|
|
2024
Q3 | $830K | Buy |
15,199
+460
| +3% | +$25.1K | 0.06% | 274 |
|
|
2024
Q2 | $782K | Buy |
14,739
+2,133
| +17% | +$113K | 0.05% | 289 |
|
|
2024
Q1 | $730K | Sell |
12,606
-107
| -0.8% | -$6.2K | 0.05% | 293 |
|
|
2023
Q4 | $697K | Sell |
12,713
-600
| -5% | -$32.9K | 0.05% | 275 |
|
|
2023
Q3 | $686K | Buy |
13,313
+897
| +7% | +$46.3K | 0.06% | 248 |
|
|
2023
Q2 | $661K | Sell |
12,416
-3,606
| -23% | -$192K | 0.06% | 253 |
|
|
2023
Q1 | $878K | Buy |
16,022
+1,069
| +7% | +$58.6K | 0.08% | 206 |
|
|
2022
Q4 | $753K | Sell |
14,953
-3,229
| -18% | -$163K | 0.07% | 217 |
|
|
2022
Q3 | $799K | Buy |
18,182
+38
| +0.2% | +$1.67K | 0.08% | 201 |
|
|
2022
Q2 | $936K | Buy |
18,144
+170
| +0.9% | +$8.77K | 0.1% | 199 |
|
|
2022
Q1 | $1.15M | Sell |
17,974
-557
| -3% | -$35.5K | 0.11% | 197 |
|
|
2021
Q4 | $1.05M | Buy |
18,531
+503
| +3% | +$28.5K | 0.09% | 234 |
|
|
2021
Q3 | $1.04M | Buy |
18,028
+2,129
| +13% | +$123K | 0.1% | 220 |
|
|
2021
Q2 | $1.01M | Buy |
+15,899
| New | +$1.01M | 0.1% | 219 |
|
|
2021
Q1 | – | Sell |
-14,253
| Closed | -$791K | – | 114 |
|
|
2020
Q4 | $791K | Buy |
+14,253
| New | +$791K | 0.09% | 208 |
|
|
2020
Q1 | – | Sell |
-17,030
| Closed | -$932K | – | 83 |
|
|
2019
Q4 | $932K | Sell |
17,030
-4,550
| -21% | -$249K | 0.17% | 134 |
|
|
2019
Q3 | $1.03M | Sell |
21,580
-1,769
| -8% | -$84.3K | 0.2% | 131 |
|
|
2019
Q2 | $1.15M | Buy |
+23,349
| New | +$1.15M | 0.22% | 125 |
|