RIA
Regal Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.7M | Buy |
51,573
+4,383
| +9% | +$2.18M | 1.92% | 5 |
|
|
2025
Q1 | $17.7M | Sell |
47,190
-9,357
| -17% | -$3.51M | 1.43% | 9 |
|
|
2024
Q4 | $23.8M | Sell |
56,547
-3,860
| -6% | -$1.63M | 1.79% | 5 |
|
|
2024
Q3 | $26M | Sell |
60,407
-9,286
| -13% | -$4M | 1.82% | 4 |
|
|
2024
Q2 | $31.1M | Buy |
69,693
+1,380
| +2% | +$617K | 2.03% | 2 |
|
|
2024
Q1 | $28.7M | Buy |
68,313
+1,349
| +2% | +$568K | 1.97% | 2 |
|
|
2023
Q4 | $25.2M | Sell |
66,964
-58
| -0.1% | -$21.8K | 1.9% | 4 |
|
|
2023
Q3 | $21.2M | Buy |
67,022
+1,460
| +2% | +$461K | 1.78% | 4 |
|
|
2023
Q2 | $22.3M | Buy |
65,562
+549
| +0.8% | +$187K | 1.87% | 5 |
|
|
2023
Q1 | $18.7M | Sell |
65,013
-1,971
| -3% | -$568K | 1.66% | 6 |
|
|
2022
Q4 | $16.1M | Buy |
66,984
+1,260
| +2% | +$302K | 1.56% | 8 |
|
|
2022
Q3 | $15.3M | Buy |
65,724
+2,010
| +3% | +$468K | 1.61% | 8 |
|
|
2022
Q2 | $16.4M | Buy |
63,714
+1,635
| +3% | +$420K | 1.7% | 5 |
|
|
2022
Q1 | $19.1M | Buy |
62,079
+692
| +1% | +$213K | 1.76% | 5 |
|
|
2021
Q4 | $20.6M | Sell |
61,387
-923
| -1% | -$310K | 1.83% | 4 |
|
|
2021
Q3 | $17.6M | Sell |
62,310
-838
| -1% | -$236K | 1.7% | 5 |
|
|
2021
Q2 | $17.1M | Buy |
+63,148
| New | +$17.1M | 1.72% | 5 |
|
|
2021
Q1 | – | Sell |
-70,448
| Closed | -$15.7M | – | 280 |
|
|
2020
Q4 | $15.7M | Buy |
+70,448
| New | +$15.7M | 1.77% | 5 |
|
|
2020
Q3 | – | Sell |
-67,823
| Closed | -$13.8M | – | 170 |
|
|
2020
Q2 | $13.8M | Buy |
+67,823
| New | +$13.8M | 2.53% | 3 |
|
|
2020
Q1 | – | Sell |
-57,660
| Closed | -$9.09M | – | 203 |
|
|
2019
Q4 | $9.09M | Sell |
57,660
-2,140
| -4% | -$337K | 1.64% | 8 |
|
|
2019
Q3 | $8.31M | Sell |
59,800
-4,262
| -7% | -$593K | 1.62% | 8 |
|
|
2019
Q2 | $8.58M | Sell |
64,062
-4,882
| -7% | -$654K | 1.67% | 8 |
|
|
2019
Q1 | $8.13M | Sell |
68,944
-1,429
| -2% | -$169K | 1.65% | 9 |
|
|
2018
Q4 | $7.15M | Buy |
70,373
+1,141
| +2% | +$116K | 1.57% | 9 |
|
|
2018
Q3 | $7.92M | Buy |
69,232
+13,389
| +24% | +$1.53M | 1.67% | 7 |
|
|
2018
Q2 | $5.51M | Sell |
55,843
-22,341
| -29% | -$2.2M | 1.67% | 5 |
|
|
2018
Q1 | $7.14M | Sell |
78,184
-1,712
| -2% | -$156K | 1.58% | 9 |
|
|
2017
Q4 | $6.83M | Buy |
79,896
+7,137
| +10% | +$610K | 1.52% | 10 |
|
|
2017
Q3 | $5.42M | Buy |
72,759
+7,581
| +12% | +$565K | 1.26% | 14 |
|
|
2017
Q2 | $4.49M | Sell |
65,178
-2,451
| -4% | -$169K | 1.11% | 21 |
|
|
2017
Q1 | $4.45M | Buy |
67,629
+1,933
| +3% | +$127K | 1.16% | 19 |
|
|
2016
Q4 | $4.08M | Buy |
65,696
+2,381
| +4% | +$148K | 1.13% | 17 |
|
|
2016
Q3 | $3.65M | Buy |
63,315
+5,876
| +10% | +$338K | 1.03% | 22 |
|
|
2016
Q2 | $2.94M | Buy |
57,439
+1,538
| +3% | +$78.7K | 0.81% | 39 |
|
|
2016
Q1 | $3.09M | Sell |
55,901
-2,908
| -5% | -$161K | 0.84% | 40 |
|
|
2015
Q4 | $3.26M | Buy |
58,809
+6,066
| +12% | +$336K | 0.85% | 42 |
|
|
2015
Q3 | $2.33M | Buy |
52,743
+4,583
| +10% | +$203K | 0.61% | 65 |
|
|
2015
Q2 | $2.13M | Buy |
48,160
+4,587
| +11% | +$202K | 0.57% | 65 |
|
|
2015
Q1 | $1.77M | Buy |
43,573
+16,548
| +61% | +$673K | 0.44% | 77 |
|
|
2014
Q4 | $1.26M | Buy |
27,025
+5,741
| +27% | +$267K | 0.34% | 88 |
|
|
2014
Q3 | $987K | Sell |
21,284
-327
| -2% | -$15.2K | 0.3% | 88 |
|
|
2014
Q2 | $901K | Buy |
21,611
+972
| +5% | +$40.5K | 0.32% | 87 |
|
|
2014
Q1 | $846K | Buy |
20,639
+8,029
| +64% | +$329K | 0.36% | 86 |
|
|
2013
Q4 | $472K | Sell |
12,610
-10,289
| -45% | -$385K | 0.27% | 105 |
|
|
2013
Q3 | $762K | Buy |
22,899
+7,069
| +45% | +$235K | 0.45% | 81 |
|
|
2013
Q2 | $547K | Buy |
+15,830
| New | +$547K | 0.3% | 105 |
|