Regal Investment Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $337K | Sell |
945
-2,840
| -75% | -$1.01M | 0.03% | 403 |
|
2025
Q1 | $1.03M | Sell |
3,785
-3,633
| -49% | -$987K | 0.08% | 219 |
|
2024
Q4 | $2.46M | Sell |
7,418
-814
| -10% | -$270K | 0.19% | 134 |
|
2024
Q3 | $2.73M | Sell |
8,232
-1,253
| -13% | -$415K | 0.19% | 135 |
|
2024
Q2 | $2.97M | Buy |
9,485
+7,614
| +407% | +$2.39M | 0.19% | 136 |
|
2024
Q1 | $585K | Buy |
1,871
+508
| +37% | +$159K | 0.04% | 329 |
|
2023
Q4 | $328K | Buy |
1,363
+145
| +12% | +$34.9K | 0.02% | 402 |
|
2023
Q3 | $260K | Buy |
1,218
+108
| +10% | +$23K | 0.02% | 414 |
|
2023
Q2 | $223K | Sell |
1,110
-225
| -17% | -$45.2K | 0.02% | 461 |
|
2023
Q1 | $229K | Sell |
1,335
-96
| -7% | -$16.5K | 0.02% | 451 |
|
2022
Q4 | $225K | Buy |
+1,431
| New | +$225K | 0.02% | 432 |
|
2022
Q3 | – | Sell |
-1,901
| Closed | -$239K | – | 490 |
|
2022
Q2 | $239K | Sell |
1,901
-890
| -32% | -$112K | 0.02% | 421 |
|
2022
Q1 | $423K | Sell |
2,791
-294
| -10% | -$44.6K | 0.04% | 340 |
|
2021
Q4 | $533K | Buy |
3,085
+1,009
| +49% | +$174K | 0.05% | 321 |
|
2021
Q3 | $310K | Buy |
2,076
+19
| +0.9% | +$2.84K | 0.03% | 417 |
|
2021
Q2 | $305K | Buy |
+2,057
| New | +$305K | 0.03% | 417 |
|
2021
Q1 | – | Sell |
-1,868
| Closed | -$224K | – | 136 |
|
2020
Q4 | $224K | Buy |
+1,868
| New | +$224K | 0.03% | 424 |
|
2018
Q2 | – | Sell |
-3,558
| Closed | -$284K | – | 270 |
|
2018
Q1 | $284K | Buy |
3,558
+208
| +6% | +$16.6K | 0.06% | 236 |
|
2017
Q4 | $265K | Buy |
3,350
+508
| +18% | +$40.2K | 0.06% | 235 |
|
2017
Q3 | $218K | Buy |
+2,842
| New | +$218K | 0.05% | 255 |
|
2015
Q4 | – | Sell |
-326
| Closed | -$16K | – | 452 |
|
2015
Q3 | $16K | Hold |
326
| – | – | ﹤0.01% | 603 |
|
2015
Q2 | $22K | Hold |
326
| – | – | 0.01% | 540 |
|
2015
Q1 | $22K | Buy |
326
+51
| +19% | +$3.44K | 0.01% | 548 |
|
2014
Q4 | $19K | Sell |
275
-1,233
| -82% | -$85.2K | 0.01% | 537 |
|
2014
Q3 | $96K | Buy |
1,508
+176
| +13% | +$11.2K | 0.03% | 307 |
|
2014
Q2 | $103K | Sell |
1,332
-429
| -24% | -$33.2K | 0.04% | 276 |
|
2014
Q1 | $132K | Buy |
1,761
+483
| +38% | +$36.2K | 0.06% | 235 |
|
2013
Q4 | $97K | Sell |
1,278
-596
| -32% | -$45.2K | 0.06% | 212 |
|
2013
Q3 | $129K | Buy |
1,874
+58
| +3% | +$3.99K | 0.08% | 208 |
|
2013
Q2 | $119K | Buy |
+1,816
| New | +$119K | 0.07% | 210 |
|