Regal Investment Advisors’s NRG Energy NRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-13,052
Closed -$884K 594
2024
Q1
$884K Sell
13,052
-446
-3% -$30.2K 0.06% 259
2023
Q4
$698K Sell
13,498
-5,442
-29% -$281K 0.05% 274
2023
Q3
$730K Sell
18,940
-348
-2% -$13.4K 0.06% 236
2023
Q2
$721K Buy
19,288
+1,317
+7% +$49.2K 0.06% 239
2023
Q1
$616K Buy
17,971
+4,306
+32% +$148K 0.05% 253
2022
Q4
$435K Buy
+13,665
New +$435K 0.04% 301