RIA
Regal Investment Advisors’s NVIDIA NVDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $18.2M | Sell |
115,428
-20,436
| -15% | -$3.23M | 1.37% | 11 |
|
2025
Q1 | $14.7M | Buy |
135,864
+18,180
| +15% | +$1.97M | 1.19% | 13 |
|
2024
Q4 | $15.8M | Sell |
117,684
-2,358
| -2% | -$317K | 1.19% | 14 |
|
2024
Q3 | $14.6M | Sell |
120,042
-66,790
| -36% | -$8.11M | 1.02% | 17 |
|
2024
Q2 | $23.1M | Buy |
186,832
+168,409
| +914% | +$20.8M | 1.51% | 8 |
|
2024
Q1 | $16.6M | Sell |
18,423
-1,498
| -8% | -$1.35M | 1.14% | 13 |
|
2023
Q4 | $9.87M | Sell |
19,921
-922
| -4% | -$457K | 0.75% | 28 |
|
2023
Q3 | $9.07M | Sell |
20,843
-752
| -3% | -$327K | 0.76% | 26 |
|
2023
Q2 | $9.14M | Sell |
21,595
-2,020
| -9% | -$855K | 0.77% | 29 |
|
2023
Q1 | $6.56M | Sell |
23,615
-471
| -2% | -$131K | 0.58% | 47 |
|
2022
Q4 | $3.52M | Sell |
24,086
-90
| -0.4% | -$13.2K | 0.34% | 84 |
|
2022
Q3 | $2.94M | Sell |
24,176
-1,516
| -6% | -$184K | 0.31% | 86 |
|
2022
Q2 | $3.9M | Sell |
25,692
-1,133
| -4% | -$172K | 0.41% | 69 |
|
2022
Q1 | $7.32M | Buy |
26,825
+117
| +0.4% | +$31.9K | 0.67% | 34 |
|
2021
Q4 | $7.86M | Buy |
26,708
+707
| +3% | +$208K | 0.7% | 30 |
|
2021
Q3 | $5.39M | Buy |
26,001
+19,534
| +302% | +$4.05M | 0.52% | 47 |
|
2021
Q2 | $5.17M | Buy |
+6,467
| New | +$5.17M | 0.52% | 47 |
|
2021
Q1 | – | Sell |
-6,616
| Closed | -$3.46M | – | 293 |
|
2020
Q4 | $3.46M | Buy |
+6,616
| New | +$3.46M | 0.39% | 70 |
|
2020
Q3 | – | Sell |
-7,708
| Closed | -$2.93M | – | 183 |
|
2020
Q2 | $2.93M | Buy |
+7,708
| New | +$2.93M | 0.54% | 54 |
|
2020
Q1 | – | Sell |
-5,133
| Closed | -$1.21M | – | 212 |
|
2019
Q4 | $1.21M | Sell |
5,133
-12
| -0.2% | -$2.82K | 0.22% | 125 |
|
2019
Q3 | $896K | Buy |
5,145
+622
| +14% | +$108K | 0.17% | 140 |
|
2019
Q2 | $743K | Sell |
4,523
-14
| -0.3% | -$2.3K | 0.14% | 151 |
|
2019
Q1 | $815K | Buy |
4,537
+350
| +8% | +$62.9K | 0.17% | 139 |
|
2018
Q4 | $559K | Sell |
4,187
-1,219
| -23% | -$163K | 0.12% | 175 |
|
2018
Q3 | $1.52M | Sell |
5,406
-261
| -5% | -$73.3K | 0.32% | 101 |
|
2018
Q2 | $1.34M | Sell |
5,667
-279
| -5% | -$66.1K | 0.41% | 89 |
|
2018
Q1 | $1.38M | Buy |
5,946
+470
| +9% | +$109K | 0.3% | 103 |
|
2017
Q4 | $1.06M | Sell |
5,476
-175
| -3% | -$33.9K | 0.24% | 114 |
|
2017
Q3 | $1.01M | Buy |
5,651
+166
| +3% | +$29.7K | 0.24% | 117 |
|
2017
Q2 | $793K | Buy |
5,485
+129
| +2% | +$18.7K | 0.2% | 130 |
|
2017
Q1 | $583K | Buy |
5,356
+652
| +14% | +$71K | 0.15% | 160 |
|
2016
Q4 | $502K | Buy |
4,704
+662
| +16% | +$70.6K | 0.14% | 157 |
|
2016
Q3 | $277K | Buy |
+4,042
| New | +$277K | 0.08% | 215 |
|
2015
Q4 | – | Sell |
-3,474
| Closed | -$85K | – | 676 |
|
2015
Q3 | $85K | Buy |
3,474
+705
| +25% | +$17.3K | 0.02% | 370 |
|
2015
Q2 | $55K | Buy |
2,769
+5
| +0.2% | +$99 | 0.01% | 406 |
|
2015
Q1 | $58K | Buy |
2,764
+3
| +0.1% | +$63 | 0.01% | 409 |
|
2014
Q4 | $55K | Buy |
2,761
+120
| +5% | +$2.39K | 0.01% | 385 |
|
2014
Q3 | $49K | Sell |
2,641
-296
| -10% | -$5.49K | 0.01% | 415 |
|
2014
Q2 | $54K | Buy |
2,937
+5
| +0.2% | +$92 | 0.02% | 373 |
|
2014
Q1 | $53K | Buy |
2,932
+2,411
| +463% | +$43.6K | 0.02% | 337 |
|
2013
Q4 | $8K | Sell |
521
-2,627
| -83% | -$40.3K | ﹤0.01% | 622 |
|
2013
Q3 | $49K | Buy |
3,148
+5
| +0.2% | +$78 | 0.03% | 302 |
|
2013
Q2 | $44K | Buy |
+3,143
| New | +$44K | 0.02% | 314 |
|