Regal Investment Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $531K | Sell |
628
-8
| -1% | -$7.14K | 0.03% | 416 |
|
|
2025
Q4 | $559K | Buy |
636
+87
| +16% | +$71K | 0.03% | 395 |
|
|
2025
Q3 | $437K | Buy |
549
+62
| +13% | +$45.9K | 0.03% | 403 |
|
|
2025
Q2 | $345K | Buy |
+487
| New | +$282K | 0.03% | 395 |
|
|
2024
Q4 | – | Sell |
-710
| Closed | -$351K | – | 485 |
|
|
2024
Q3 | $351K | Sell |
710
-395
| -36% | -$193K | 0.02% | 414 |
|
|
2024
Q2 | $500K | Sell |
1,105
-29
| -3% | -$12.7K | 0.03% | 362 |
|
|
2024
Q1 | $474K | Buy |
1,134
+106
| +10% | +$41.1K | 0.03% | 373 |
|
|
2023
Q4 | $396K | Sell |
1,028
-85
| -8% | -$28.4K | 0.03% | 366 |
|
|
2023
Q3 | $360K | Sell |
1,113
-98
| -8% | -$32.7K | 0.03% | 354 |
|
|
2023
Q2 | $391K | Sell |
1,211
-1
| -0.1% | -$329 | 0.03% | 339 |
|
|
2023
Q1 | $397K | Sell |
1,212
-128
| -10% | -$44.6K | 0.04% | 332 |
|
|
2022
Q4 | $460K | Buy |
1,340
+206
| +18% | +$71.7K | 0.04% | 292 |
|
|
2022
Q3 | $332K | Sell |
1,134
-75
| -6% | -$24.3K | 0.04% | 342 |
|
|
2022
Q2 | $359K | Buy |
1,209
+244
| +25% | +$76K | 0.04% | 340 |
|
|
2022
Q1 | $318K | Buy |
965
+180
| +23% | +$63.6K | 0.03% | 390 |
|
|
2021
Q4 | $300K | Sell |
785
-11
| -1% | -$4.36K | 0.03% | 427 |
|
|
2021
Q3 | $301K | Buy |
796
+126
| +19% | +$49.2K | 0.03% | 425 |
|
|
2021
Q2 | $254K | Buy |
+670
| New | +$240K | 0.03% | 455 |
|
|
2020
Q3 | – | Sell |
-2,246
| Closed | -$444K | – | 99 |
|
|
2020
Q2 | $444K | Buy |
+2,246
| New | +$422K | 0.08% | 190 |
|
|
2020
Q1 | – | Sell |
-2,064
| Closed | -$475K | – | 140 |
|
|
2019
Q4 | $475K | Buy |
+2,064
| New | +$448K | 0.09% | 198 |
|
|
2015
Q4 | – | Sell |
-265
| Closed | -$46K | – | 514 |
|
|
2015
Q3 | $46K | Hold |
265
| – | – | 0.01% | 440 |
|
|
2015
Q2 | $55K | Hold |
265
| – | – | 0.01% | 405 |
|
|
2015
Q1 | $50K | Buy |
265
+251
| +1,793% | +$46.7K | 0.01% | 430 |
|
|
2014
Q4 | $3K | Hold |
14
| – | – | ﹤0.01% | 805 |
|
|
2014
Q3 | $3K | Hold |
14
| – | – | ﹤0.01% | 845 |
|
|
2014
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 845 |
|
|
2014
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 823 |
|
|
2013
Q4 | $2K | Sell |
14
-101
| -88% | -$16.7K | ﹤0.01% | 757 |
|
|
2013
Q3 | $18K | Sell |
115
-104
| -47% | -$16.7K | 0.01% | 494 |
|
|
2013
Q2 | $33K | Buy |
+219
| New | +$33.4K | 0.02% | 355 |
|
Other funds holding GS
VCM
VPM
Regal Investment Advisors's GS Position: Q1 2026 in Review
Regal Investment Advisors reduced its Goldman Sachs (GS) stake by 1.3% in Q1 2026, selling an estimated $7.14K and leaving 628 shares worth $531K. The position accounts for 0.03% of the portfolio, ranked #416.
Regal Investment Advisors first reported a position in GS in Q2 2013 and has held it in 30 quarters since. The position peaked at $559K in Q4 2025. 2,985 funds tracked by Wall St. Rank hold GS as of Q1 2026.
- Regal Investment Advisors held 628 shares of Goldman Sachs worth $531K as of Q1 2026.
- Regal Investment Advisors sold 8 Goldman Sachs shares in Q1 2026, an estimated $7.14K.
- Goldman Sachs made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #416 holding.
- Regal Investment Advisors first reported a position in Goldman Sachs in Q2 2013 and has held it in 30 quarters since.
- Regal Investment Advisors's Goldman Sachs position peaked at $559K in Q4 2025.
- 2,985 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.
Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.