RIA
Regal Investment Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Buy |
2,987
+74
| +3% | +$11.3K | 0.03% | 352 |
|
|
2025
Q1 | $428K | Sell |
2,913
-624
| -18% | -$91.6K | 0.03% | 349 |
|
|
2024
Q4 | $457K | Sell |
3,537
-502
| -12% | -$64.8K | 0.03% | 339 |
|
|
2024
Q3 | $552K | Sell |
4,039
-33,009
| -89% | -$4.51M | 0.04% | 334 |
|
|
2024
Q2 | $3.79M | Buy |
37,048
+2,032
| +6% | +$208K | 0.25% | 114 |
|
|
2024
Q1 | $3.71M | Buy |
35,016
+2,252
| +7% | +$239K | 0.25% | 115 |
|
|
2023
Q4 | $3.58M | Buy |
32,764
+2,365
| +8% | +$259K | 0.27% | 111 |
|
|
2023
Q3 | $2.85M | Buy |
30,399
+8,501
| +39% | +$796K | 0.24% | 117 |
|
|
2023
Q2 | $2.19M | Buy |
21,898
+4,230
| +24% | +$423K | 0.18% | 134 |
|
|
2023
Q1 | $1.86M | Buy |
17,668
+3,129
| +22% | +$329K | 0.16% | 146 |
|
|
2022
Q4 | $1.74M | Sell |
14,539
-1,103
| -7% | -$132K | 0.17% | 135 |
|
|
2022
Q3 | $1.73M | Buy |
15,642
+1,165
| +8% | +$129K | 0.18% | 128 |
|
|
2022
Q2 | $1.87M | Buy |
14,477
+2,080
| +17% | +$269K | 0.2% | 120 |
|
|
2022
Q1 | $1.85M | Sell |
12,397
-81
| -0.6% | -$12.1K | 0.17% | 128 |
|
|
2021
Q4 | $2.22M | Buy |
12,478
+140
| +1% | +$24.9K | 0.2% | 119 |
|
|
2021
Q3 | $2.16M | Buy |
12,338
+1,483
| +14% | +$260K | 0.21% | 124 |
|
|
2021
Q2 | $2.16M | Buy |
+10,855
| New | +$2.16M | 0.22% | 118 |
|
|
2021
Q1 | – | Sell |
-14,980
| Closed | -$2.62M | – | 273 |
|
|
2020
Q4 | $2.62M | Buy |
+14,980
| New | +$2.62M | 0.3% | 86 |
|
|
2020
Q3 | – | Sell |
-13,815
| Closed | -$2.16M | – | 166 |
|
|
2020
Q2 | $2.16M | Buy |
+13,815
| New | +$2.16M | 0.4% | 68 |
|
|
2020
Q1 | – | Sell |
-12,107
| Closed | -$2.14M | – | 198 |
|
|
2019
Q4 | $2.14M | Buy |
12,107
+398
| +3% | +$70.2K | 0.38% | 82 |
|
|
2019
Q3 | $1.93M | Buy |
11,709
+422
| +4% | +$69.4K | 0.38% | 88 |
|
|
2019
Q2 | $1.96M | Buy |
11,287
+1,184
| +12% | +$205K | 0.38% | 86 |
|
|
2019
Q1 | $2.1M | Buy |
10,103
+438
| +5% | +$91K | 0.43% | 74 |
|
|
2018
Q4 | $1.84M | Buy |
9,665
+1,733
| +22% | +$330K | 0.4% | 76 |
|
|
2018
Q3 | $1.67M | Buy |
7,932
+1,636
| +26% | +$345K | 0.35% | 92 |
|
|
2018
Q2 | $1.24M | Sell |
6,296
-3,557
| -36% | -$699K | 0.38% | 94 |
|
|
2018
Q1 | $2.16M | Sell |
9,853
-256
| -3% | -$56.2K | 0.48% | 61 |
|
|
2017
Q4 | $2.38M | Sell |
10,109
-409
| -4% | -$96.3K | 0.53% | 56 |
|
|
2017
Q3 | $2.21M | Buy |
10,518
+800
| +8% | +$168K | 0.52% | 61 |
|
|
2017
Q2 | $2.02M | Sell |
9,718
-485
| -5% | -$101K | 0.5% | 75 |
|
|
2017
Q1 | $1.95M | Buy |
10,203
+1,068
| +12% | +$204K | 0.51% | 69 |
|
|
2016
Q4 | $1.63M | Buy |
9,135
+301
| +3% | +$53.7K | 0.45% | 74 |
|
|
2016
Q3 | $1.56M | Buy |
8,834
+1,484
| +20% | +$262K | 0.44% | 75 |
|
|
2016
Q2 | $1.29M | Sell |
7,350
-261
| -3% | -$45.7K | 0.35% | 89 |
|
|
2016
Q1 | $1.27M | Sell |
7,611
-1,119
| -13% | -$186K | 0.34% | 84 |
|
|
2015
Q4 | $1.32M | Buy |
8,730
+4,487
| +106% | +$676K | 0.34% | 86 |
|
|
2015
Q3 | $601K | Sell |
4,243
-137
| -3% | -$19.4K | 0.16% | 139 |
|
|
2015
Q2 | $675K | Sell |
4,380
-1,912
| -30% | -$295K | 0.18% | 128 |
|
|
2015
Q1 | $1.04M | Buy |
6,292
+1,396
| +29% | +$230K | 0.26% | 110 |
|
|
2014
Q4 | $805K | Buy |
4,896
+760
| +18% | +$125K | 0.22% | 116 |
|
|
2014
Q3 | $586K | Buy |
4,136
+561
| +16% | +$79.5K | 0.18% | 130 |
|
|
2014
Q2 | $512K | Buy |
3,575
+865
| +32% | +$124K | 0.18% | 131 |
|
|
2014
Q1 | $368K | Buy |
2,710
+761
| +39% | +$103K | 0.16% | 143 |
|
|
2013
Q4 | $273K | Sell |
1,949
-918
| -32% | -$129K | 0.16% | 137 |
|
|
2013
Q3 | $342K | Sell |
2,867
-123
| -4% | -$14.7K | 0.2% | 125 |
|
|
2013
Q2 | $327K | Buy |
+2,990
| New | +$327K | 0.18% | 123 |
|