Regal Investment Advisors’s Flexible Solutions FSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Hold |
28,460
| – | – | 0.01% | 469 |
|
|
2025
Q1 | $144K | Hold |
28,460
| – | – | 0.01% | 444 |
|
|
2024
Q4 | $103K | Hold |
28,460
| – | – | 0.01% | 453 |
|
|
2024
Q3 | $104K | Hold |
28,460
| – | – | 0.01% | 489 |
|
|
2024
Q2 | $49.8K | Hold |
28,460
| – | – | ﹤0.01% | 564 |
|
|
2024
Q1 | $53.5K | Hold |
28,460
| – | – | ﹤0.01% | 572 |
|
|
2023
Q4 | $54.4K | Hold |
28,460
| – | – | ﹤0.01% | 534 |
|
|
2023
Q3 | $77.4K | Hold |
28,460
| – | – | 0.01% | 480 |
|
|
2023
Q2 | $76K | Hold |
28,460
| – | – | 0.01% | 496 |
|
|
2023
Q1 | $88.8K | Hold |
28,460
| – | – | 0.01% | 495 |
|
|
2022
Q4 | $88.2K | Hold |
28,460
| – | – | 0.01% | 474 |
|
|
2022
Q3 | $47K | Sell |
28,460
-535
| -2% | -$884 | 0.01% | 468 |
|
|
2022
Q2 | $71K | Hold |
28,995
| – | – | 0.01% | 482 |
|
|
2022
Q1 | $118K | Sell |
28,995
-15
| -0.1% | -$61 | 0.01% | 515 |
|
|
2021
Q4 | $113K | Sell |
29,010
-1,575
| -5% | -$6.14K | 0.01% | 527 |
|
|
2021
Q3 | $110K | Sell |
30,585
-6,000
| -16% | -$21.6K | 0.01% | 517 |
|
|
2021
Q2 | $143K | Buy |
+36,585
| New | +$143K | 0.01% | 517 |
|
|
2021
Q1 | – | Sell |
-11,260
| Closed | -$28K | – | 164 |
|
|
2020
Q4 | $28K | Buy |
+11,260
| New | +$28K | ﹤0.01% | 464 |
|
|
2020
Q3 | – | Sell |
-11,260
| Closed | -$23K | – | 75 |
|
|
2020
Q2 | $23K | Buy |
+11,260
| New | +$23K | ﹤0.01% | 326 |
|
|
2020
Q1 | – | Sell |
-11,260
| Closed | -$29K | – | 114 |
|
|
2019
Q4 | $29K | Hold |
11,260
| – | – | 0.01% | 340 |
|
|
2019
Q3 | $27K | Buy |
+11,260
| New | +$27K | 0.01% | 314 |
|
|
2015
Q4 | – | Sell |
-8,500
| Closed | -$8K | – | 485 |
|
|
2015
Q3 | $8K | Buy |
+8,500
| New | +$8K | ﹤0.01% | 738 |
|