Regal Investment Advisors’s NuStar Energy L.P. NS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,500
| Closed | -$180K | – | 552 |
|
|
2023
Q1 | $180K | Hold |
11,500
| – | – | 0.02% | 483 |
|
|
2022
Q4 | $184K | Hold |
11,500
| – | – | 0.02% | 462 |
|
|
2022
Q3 | $155K | Hold |
11,500
| – | – | 0.02% | 452 |
|
|
2022
Q2 | $161K | Sell |
11,500
-1,200
| -9% | -$18.1K | 0.02% | 470 |
|
|
2022
Q1 | $183K | Sell |
12,700
-2,400
| -16% | -$38.8K | 0.02% | 510 |
|
|
2021
Q4 | $240K | Sell |
15,100
-500
| -3% | -$7.76K | 0.02% | 481 |
|
|
2021
Q3 | $246K | Sell |
15,600
-2,000
| -11% | -$32.9K | 0.02% | 464 |
|
|
2021
Q2 | $318K | Buy |
+17,600
| New | +$326K | 0.03% | 407 |
|
|
2021
Q1 | – | Sell |
-19,400
| Closed | -$280K | – | 461 |
|
|
2020
Q4 | $280K | Buy |
+19,400
| New | +$248K | 0.03% | 375 |
|
|
2020
Q3 | – | Sell |
-22,900
| Closed | -$327K | – | 321 |
|
|
2020
Q2 | $327K | Buy |
+22,900
| New | +$305K | 0.06% | 231 |
|
|
2020
Q1 | – | Sell |
-25,500
| Closed | -$659K | – | 327 |
|
|
2019
Q4 | $659K | Sell |
25,500
-2,514
| -9% | -$70K | 0.12% | 169 |
|
|
2019
Q3 | $793K | Buy |
+28,014
| New | +$780K | 0.15% | 149 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 144 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 135 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 150 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 129 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 129 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 130 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 100 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 80 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 70 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 48 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 63 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 64 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 75 |
|
|
2016
Q1 | – | Sell |
-44,956
| Closed | -$1.57M | – | 75 |
|
|
2015
Q4 | $1.8M | Buy |
44,956
+6,975
| +18% | +$301K | 0.47% | 77 |
|
|
2015
Q3 | $1.7M | Buy |
37,981
+2,572
| +7% | +$136K | 0.44% | 80 |
|
|
2015
Q2 | $2.1M | Sell |
35,409
-1,388
| -4% | -$87.8K | 0.57% | 66 |
|
|
2015
Q1 | $2.23M | Buy |
36,797
+5,500
| +18% | +$333K | 0.55% | 66 |
|
|
2014
Q4 | $1.81M | Buy |
31,297
+4,498
| +17% | +$267K | 0.48% | 74 |
|
|
2014
Q3 | $1.77M | Buy |
26,799
+1,114
| +4% | +$72.2K | 0.53% | 65 |
|
|
2014
Q2 | $1.59M | Buy |
25,685
+8,590
| +50% | +$499K | 0.57% | 66 |
|
|
2014
Q1 | $939K | Buy |
17,095
+3,382
| +25% | +$173K | 0.4% | 81 |
|
|
2013
Q4 | $699K | Buy |
13,713
+2,109
| +18% | +$97.9K | 0.4% | 81 |
|
|
2013
Q3 | $465K | Buy |
11,604
+5,710
| +97% | +$242K | 0.27% | 112 |
|
|
2013
Q2 | $269K | Buy |
+5,894
| New | +$290K | 0.15% | 137 |
|
Other funds holding NS
AA
TCA
ICA
Regal Investment Advisors's NS Position: Q2 2023 in Review
Regal Investment Advisors sold out of NuStar Energy L.P. (NS) in Q2 2023, closing a stake of 11,500 shares — an estimated $180K sold.
Regal Investment Advisors first reported a position in NS in Q2 2013 and held it in 23 quarters. The position peaked at $2.23M in Q1 2015. 132 funds tracked by Wall St. Rank hold NS as of Q2 2023.
- Regal Investment Advisors reported no remaining NuStar Energy L.P. position as of Q2 2023 after selling out during the quarter.
- Regal Investment Advisors sold 11,500 NuStar Energy L.P. shares in Q2 2023, an estimated $180K.
- Regal Investment Advisors first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 23 quarters.
- Regal Investment Advisors's NuStar Energy L.P. position peaked at $2.23M in Q1 2015.
- 132 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2023.
Based on Regal Investment Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.