Regal Investment Advisors’s Flexible Solutions FSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Hold |
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|
2025
Q1 | $144K | Hold |
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|
2024
Q4 | $103K | Hold |
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|
2024
Q3 | $104K | Hold |
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|
2024
Q2 | $49.8K | Hold |
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|
2024
Q1 | $53.5K | Hold |
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|
2023
Q4 | $54.4K | Hold |
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|
2023
Q3 | $77.4K | Hold |
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|
2023
Q2 | $76K | Hold |
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|
2023
Q1 | $88.8K | Hold |
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|
2022
Q4 | $88.2K | Hold |
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|
2022
Q3 | $47K | Sell |
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|
2022
Q2 | $71K | Hold |
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|
2022
Q1 | $118K | Sell |
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|
2021
Q4 | $113K | Sell |
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|
2021
Q3 | $110K | Sell |
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|
2021
Q2 | $143K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $28K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $23K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $29K | Hold |
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|
2019
Q3 | $27K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $8K | Buy |
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