RIA
Regal Investment Advisors’s Freeport-McMoran FCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
+5,962
| New | +$258K | 0.02% | 453 |
|
|
2024
Q4 | – | Sell |
-7,809
| Closed | -$390K | – | 479 |
|
|
2024
Q3 | $390K | Sell |
7,809
-1,080
| -12% | -$53.9K | 0.03% | 392 |
|
|
2024
Q2 | $432K | Sell |
8,889
-1,931
| -18% | -$93.9K | 0.03% | 376 |
|
|
2024
Q1 | $509K | Buy |
10,820
+1,623
| +18% | +$76.3K | 0.03% | 359 |
|
|
2023
Q4 | $392K | Buy |
9,197
+2,118
| +30% | +$90.2K | 0.03% | 368 |
|
|
2023
Q3 | $264K | Sell |
7,079
-4,152
| -37% | -$155K | 0.02% | 411 |
|
|
2023
Q2 | $449K | Buy |
11,231
+786
| +8% | +$31.4K | 0.04% | 314 |
|
|
2023
Q1 | $427K | Buy |
10,445
+2,082
| +25% | +$85.2K | 0.04% | 311 |
|
|
2022
Q4 | $318K | Buy |
+8,363
| New | +$318K | 0.03% | 367 |
|
|
2022
Q3 | – | Sell |
-15,214
| Closed | -$445K | – | 493 |
|
|
2022
Q2 | $445K | Sell |
15,214
-1,413
| -8% | -$41.3K | 0.05% | 303 |
|
|
2022
Q1 | $827K | Sell |
16,627
-1,800
| -10% | -$89.5K | 0.08% | 241 |
|
|
2021
Q4 | $769K | Buy |
18,427
+128
| +0.7% | +$5.34K | 0.07% | 281 |
|
|
2021
Q3 | $595K | Buy |
18,299
+992
| +6% | +$32.3K | 0.06% | 308 |
|
|
2021
Q2 | $642K | Buy |
+17,307
| New | +$642K | 0.06% | 298 |
|
|
2021
Q1 | – | Sell |
-13,013
| Closed | -$339K | – | 150 |
|
|
2020
Q4 | $339K | Buy |
+13,013
| New | +$339K | 0.04% | 337 |
|
|
2018
Q4 | – | Sell |
-127,784
| Closed | -$1.78M | – | 343 |
|
|
2018
Q3 | $1.78M | Buy |
127,784
+21,721
| +20% | +$302K | 0.37% | 85 |
|
|
2018
Q2 | $1.83M | Buy |
+106,063
| New | +$1.83M | 0.56% | 51 |
|
|
2017
Q1 | – | Sell |
-24,419
| Closed | -$322K | – | 267 |
|
|
2016
Q4 | $322K | Buy |
24,419
+500
| +2% | +$6.59K | 0.09% | 193 |
|
|
2016
Q3 | $260K | Buy |
23,919
+300
| +1% | +$3.26K | 0.07% | 225 |
|
|
2016
Q2 | $263K | Buy |
23,619
+709
| +3% | +$7.9K | 0.07% | 216 |
|
|
2016
Q1 | $237K | Buy |
22,910
+1,096
| +5% | +$11.3K | 0.06% | 222 |
|
|
2015
Q4 | $147K | Sell |
21,814
-564
| -3% | -$3.8K | 0.04% | 256 |
|
|
2015
Q3 | $216K | Buy |
22,378
+391
| +2% | +$3.77K | 0.06% | 220 |
|
|
2015
Q2 | $409K | Buy |
21,987
+751
| +4% | +$14K | 0.11% | 170 |
|
|
2015
Q1 | $402K | Buy |
21,236
+1,278
| +6% | +$24.2K | 0.1% | 173 |
|
|
2014
Q4 | $466K | Sell |
19,958
-1,725
| -8% | -$40.3K | 0.12% | 150 |
|
|
2014
Q3 | $708K | Sell |
21,683
-279
| -1% | -$9.11K | 0.21% | 117 |
|
|
2014
Q2 | $802K | Buy |
21,962
+19,248
| +709% | +$703K | 0.29% | 94 |
|
|
2014
Q1 | $90K | Buy |
2,714
+967
| +55% | +$32.1K | 0.04% | 275 |
|
|
2013
Q4 | $66K | Buy |
1,747
+754
| +76% | +$28.5K | 0.04% | 257 |
|
|
2013
Q3 | $33K | Sell |
993
-455
| -31% | -$15.1K | 0.02% | 372 |
|
|
2013
Q2 | $41K | Buy |
+1,448
| New | +$41K | 0.02% | 322 |
|