Regal Investment Advisors’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,285
| Closed | -$330K | – | 586 |
|
|
2024
Q1 | $330K | Sell |
7,285
-473
| -6% | -$18.3K | 0.02% | 436 |
|
|
2023
Q4 | $279K | Sell |
7,758
-436
| -5% | -$13.5K | 0.02% | 432 |
|
|
2023
Q3 | $270K | Sell |
8,194
-1,384
| -14% | -$49.2K | 0.02% | 409 |
|
|
2023
Q2 | $369K | Sell |
9,578
-3,669
| -28% | -$127K | 0.03% | 350 |
|
|
2023
Q1 | $486K | Sell |
13,247
-4,190
| -24% | -$158K | 0.04% | 289 |
|
|
2022
Q4 | $587K | Sell |
17,437
-2,168
| -11% | -$80.1K | 0.06% | 247 |
|
|
2022
Q3 | $629K | Sell |
19,605
-1,082
| -5% | -$39.7K | 0.07% | 231 |
|
|
2022
Q2 | $657K | Sell |
20,687
-326
| -2% | -$12.2K | 0.07% | 244 |
|
|
2022
Q1 | $919K | Sell |
21,013
-1,598
| -7% | -$79.8K | 0.08% | 224 |
|
|
2021
Q4 | $1.33M | Sell |
22,611
-49
| -0.2% | -$2.86K | 0.12% | 185 |
|
|
2021
Q3 | $1.19M | Buy |
22,660
+4,295
| +23% | +$228K | 0.12% | 191 |
|
|
2021
Q2 | $1.09M | Buy |
+18,365
| New | +$1.08M | 0.11% | 197 |
|
|
2021
Q1 | – | Sell |
-8,595
| Closed | -$358K | – | 190 |
|
|
2020
Q4 | $358K | Buy |
+8,595
| New | +$334K | 0.04% | 330 |
|
|
2020
Q1 | – | Sell |
-7,344
| Closed | -$269K | – | 135 |
|
|
2019
Q4 | $269K | Buy |
7,344
+398
| +6% | +$14.5K | 0.05% | 276 |
|
|
2019
Q3 | $260K | Buy |
6,946
+253
| +4% | +$9.73K | 0.05% | 265 |
|
|
2019
Q2 | $258K | Buy |
6,693
+1,071
| +19% | +$40.2K | 0.05% | 271 |
|
|
2019
Q1 | $209K | Sell |
5,622
-422
| -7% | -$16K | 0.04% | 287 |
|
|
2018
Q4 | $202K | Buy |
+6,044
| New | +$209K | 0.04% | 307 |
|
|
2018
Q3 | – | Sell |
-6,982
| Closed | -$275K | – | 332 |
|
|
2018
Q2 | $275K | Sell |
6,982
-1,369
| -16% | -$53.9K | 0.08% | 219 |
|
|
2018
Q1 | $303K | Buy |
8,351
+2,379
| +40% | +$96.5K | 0.07% | 228 |
|
|
2017
Q4 | $245K | Sell |
5,972
-882
| -13% | -$38.3K | 0.05% | 245 |
|
|
2017
Q3 | $277K | Buy |
6,854
+667
| +11% | +$24.4K | 0.06% | 224 |
|
|
2017
Q2 | $216K | Buy |
6,187
+397
| +7% | +$13.5K | 0.05% | 243 |
|
|
2017
Q1 | $205K | Sell |
5,790
-199
| -3% | -$7.28K | 0.05% | 246 |
|
|
2016
Q4 | $209K | Sell |
5,989
-3,639
| -38% | -$122K | 0.06% | 232 |
|
|
2016
Q3 | $306K | Buy |
+9,628
| New | +$301K | 0.09% | 205 |
|
|
2015
Q4 | – | Sell |
-1,545
| Closed | -$46K | – | 503 |
|
|
2015
Q3 | $46K | Buy |
1,545
+945
| +158% | +$28.9K | 0.01% | 439 |
|
|
2015
Q2 | $19K | Hold |
600
| – | – | 0.01% | 566 |
|
|
2015
Q1 | $23K | Sell |
600
-500
| -45% | -$18.2K | 0.01% | 541 |
|
|
2014
Q4 | $38K | Sell |
1,100
-428
| -28% | -$13.7K | 0.01% | 432 |
|
|
2014
Q3 | $49K | Buy |
1,528
+100
| +7% | +$3.48K | 0.01% | 414 |
|
|
2014
Q2 | $52K | Buy |
1,428
+500
| +54% | +$17.4K | 0.02% | 380 |
|
|
2014
Q1 | $32K | Hold |
928
| – | – | 0.01% | 429 |
|
|
2013
Q4 | $38K | Buy |
928
+15
| +2% | +$567 | 0.02% | 329 |
|
|
2013
Q3 | $33K | Hold |
913
| – | – | 0.02% | 373 |
|
|
2013
Q2 | $30K | Buy |
+913
| New | +$28.9K | 0.02% | 375 |
|
Other funds holding GM
