Regal Investment Advisors’s Factset FDS Stock Holding History

Regal Investment Advisors’s Portfolio FDS Stock Details FDS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.17M	Buy
2015 Q2	–	Sell
2015 Q1	$7K	Hold
2014 Q4	$7K	Sell
2014 Q3	$17K	Sell
2014 Q2	$96K	Sell
2014 Q1	$2.01M	Buy
2013 Q4	$1.37M	Buy
2013 Q3	$1.14M	Sell
2013 Q2	$1.12M	Buy