RIA
Regal Investment Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
2,965
+1,496
| +102% | +$841K | 0.12% | 174 |
|
|
2025
Q1 | $805K | Sell |
1,469
-332
| -18% | -$182K | 0.07% | 246 |
|
|
2024
Q4 | $948K | Sell |
1,801
-169
| -9% | -$89K | 0.07% | 236 |
|
|
2024
Q3 | $973K | Sell |
1,970
-571
| -22% | -$282K | 0.07% | 244 |
|
|
2024
Q2 | $1.12M | Buy |
2,541
+10
| +0.4% | +$4.41K | 0.07% | 239 |
|
|
2024
Q1 | $1.22M | Buy |
2,531
+1
| +0% | +$482 | 0.08% | 225 |
|
|
2023
Q4 | $1.08M | Sell |
2,530
-106
| -4% | -$45.2K | 0.08% | 214 |
|
|
2023
Q3 | $1.04M | Buy |
2,636
+50
| +2% | +$19.8K | 0.09% | 204 |
|
|
2023
Q2 | $1.02M | Buy |
2,586
+166
| +7% | +$65.3K | 0.09% | 203 |
|
|
2023
Q1 | $880K | Sell |
2,420
-78
| -3% | -$28.3K | 0.08% | 205 |
|
|
2022
Q4 | $869K | Sell |
2,498
-31
| -1% | -$10.8K | 0.08% | 203 |
|
|
2022
Q3 | $719K | Sell |
2,529
-23
| -0.9% | -$6.54K | 0.08% | 216 |
|
|
2022
Q2 | $805K | Sell |
2,552
-5
| -0.2% | -$1.58K | 0.08% | 215 |
|
|
2022
Q1 | $914K | Sell |
2,557
-22
| -0.9% | -$7.86K | 0.08% | 226 |
|
|
2021
Q4 | $927K | Buy |
2,579
+53
| +2% | +$19.1K | 0.08% | 255 |
|
|
2021
Q3 | $878K | Buy |
2,526
+16
| +0.6% | +$5.56K | 0.09% | 254 |
|
|
2021
Q2 | $916K | Buy |
+2,510
| New | +$916K | 0.09% | 239 |
|
|
2021
Q1 | – | Sell |
-2,401
| Closed | -$857K | – | 260 |
|
|
2020
Q4 | $857K | Buy |
+2,401
| New | +$857K | 0.1% | 200 |
|
|
2020
Q3 | – | Sell |
-2,334
| Closed | -$690K | – | 156 |
|
|
2020
Q2 | $690K | Buy |
+2,334
| New | +$690K | 0.13% | 153 |
|
|
2020
Q1 | – | Sell |
-1,631
| Closed | -$487K | – | 192 |
|
|
2019
Q4 | $487K | Buy |
1,631
+8
| +0.5% | +$2.39K | 0.09% | 196 |
|
|
2019
Q3 | $441K | Sell |
1,623
-28
| -2% | -$7.61K | 0.09% | 202 |
|
|
2019
Q2 | $437K | Buy |
1,651
+2
| +0.1% | +$529 | 0.09% | 205 |
|
|
2019
Q1 | $388K | Buy |
1,649
+124
| +8% | +$29.2K | 0.08% | 210 |
|
|
2018
Q4 | $288K | Buy |
1,525
+342
| +29% | +$64.6K | 0.06% | 250 |
|
|
2018
Q3 | $263K | Sell |
1,183
-10,553
| -90% | -$2.35M | 0.06% | 260 |
|
|
2018
Q2 | $2.31M | Sell |
11,736
-2,750
| -19% | -$540K | 0.7% | 39 |
|
|
2018
Q1 | $2.54M | Sell |
14,486
-719
| -5% | -$126K | 0.56% | 46 |
|
|
2017
Q4 | $2.3M | Buy |
15,205
+638
| +4% | +$96.6K | 0.51% | 61 |
|
|
2017
Q3 | $2.06M | Buy |
+14,567
| New | +$2.06M | 0.48% | 72 |
|
|
2015
Q4 | – | Sell |
-192
| Closed | -$17K | – | 624 |
|
|
2015
Q3 | $17K | Buy |
192
+162
| +540% | +$14.3K | ﹤0.01% | 592 |
|
|
2015
Q2 | $2K | Sell |
30
-1,000
| -97% | -$66.7K | ﹤0.01% | 847 |
|
|
2015
Q1 | $89K | Sell |
1,030
-445
| -30% | -$38.5K | 0.02% | 354 |
|
|
2014
Q4 | $127K | Sell |
1,475
-50
| -3% | -$4.31K | 0.03% | 274 |
|
|
2014
Q3 | $113K | Hold |
1,525
| – | – | 0.03% | 289 |
|
|
2014
Q2 | $112K | Sell |
1,525
-28,123
| -95% | -$2.07M | 0.04% | 267 |
|
|
2014
Q1 | $2.22M | Buy |
29,648
+9,418
| +47% | +$704K | 0.94% | 26 |
|
|
2013
Q4 | $1.69M | Buy |
20,230
+18,418
| +1,016% | +$1.54M | 0.97% | 23 |
|
|
2013
Q3 | $1.22M | Sell |
1,812
-232
| -11% | -$156K | 0.71% | 43 |
|
|
2013
Q2 | $1.17M | Buy |
+2,044
| New | +$1.17M | 0.65% | 43 |
|