RIA
Regal Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Sell |
410,639
-2,713
| -0.7% | -$83.2K | 0.94% | 18 |
|
|
2025
Q1 | $12.7M | Buy |
413,352
+91,286
| +28% | +$2.81M | 1.03% | 17 |
|
|
2024
Q4 | $10.1M | Sell |
322,066
-13,745
| -4% | -$432K | 0.76% | 23 |
|
|
2024
Q3 | $11.2M | Buy |
335,811
+10,919
| +3% | +$363K | 0.78% | 22 |
|
|
2024
Q2 | $10.3M | Buy |
324,892
+6,449
| +2% | +$203K | 0.67% | 31 |
|
|
2024
Q1 | $10.3M | Sell |
318,443
-8,908
| -3% | -$287K | 0.7% | 30 |
|
|
2023
Q4 | $10.2M | Sell |
327,351
-123,138
| -27% | -$3.84M | 0.77% | 27 |
|
|
2023
Q3 | $13.6M | Sell |
450,489
-43,663
| -9% | -$1.32M | 1.14% | 13 |
|
|
2023
Q2 | $15.3M | Buy |
494,152
+27,696
| +6% | +$857K | 1.28% | 11 |
|
|
2023
Q1 | $14.6M | Sell |
466,456
-15,374
| -3% | -$480K | 1.29% | 11 |
|
|
2022
Q4 | $14.7M | Sell |
481,830
-71,988
| -13% | -$2.2M | 1.42% | 12 |
|
|
2022
Q3 | $17.5M | Buy |
553,818
+19,261
| +4% | +$610K | 1.85% | 3 |
|
|
2022
Q2 | $17.6M | Sell |
534,557
-4,948
| -0.9% | -$163K | 1.83% | 4 |
|
|
2022
Q1 | $19.6M | Buy |
539,505
+153,162
| +40% | +$5.58M | 1.8% | 4 |
|
|
2021
Q4 | $15.2M | Buy |
386,343
+94,560
| +32% | +$3.73M | 1.35% | 10 |
|
|
2021
Q3 | $11.3M | Buy |
291,783
+49,025
| +20% | +$1.9M | 1.1% | 12 |
|
|
2021
Q2 | $9.55M | Buy |
242,758
+185,856
| +327% | +$7.31M | 0.96% | 19 |
|
|
2021
Q1 | $2.19M | Sell |
56,902
-222,727
| -80% | -$8.55M | 2.21% | 16 |
|
|
2020
Q4 | $10.8M | Buy |
279,629
+223,320
| +397% | +$8.6M | 1.22% | 14 |
|
|
2020
Q3 | $2.05M | Sell |
56,309
-206,364
| -79% | -$7.52M | 2.42% | 15 |
|
|
2020
Q2 | $9.1M | Buy |
262,673
+207,279
| +374% | +$7.18M | 1.67% | 10 |
|
|
2020
Q1 | $1.76M | Sell |
55,394
-189,835
| -77% | -$6.05M | 2.59% | 16 |
|
|
2019
Q4 | $9.22M | Sell |
245,229
-3,321
| -1% | -$125K | 1.66% | 7 |
|
|
2019
Q3 | $9.33M | Sell |
248,550
-10,365
| -4% | -$389K | 1.82% | 6 |
|
|
2019
Q2 | $9.54M | Buy |
258,915
+32,383
| +14% | +$1.19M | 1.86% | 4 |
|
|
2019
Q1 | $8.28M | Buy |
226,532
+11,958
| +6% | +$437K | 1.68% | 8 |
|
|
2018
Q4 | $7.35M | Buy |
214,574
+829
| +0.4% | +$28.4K | 1.61% | 8 |
|
|
2018
Q3 | $7.94M | Buy |
213,745
+76,580
| +56% | +$2.84M | 1.67% | 6 |
|
|
2018
Q2 | $5.17M | Sell |
137,165
-75,932
| -36% | -$2.86M | 1.57% | 7 |
|
|
2018
Q1 | $8M | Buy |
213,097
+17,150
| +9% | +$644K | 1.77% | 6 |
|
|
2017
Q4 | $7.46M | Buy |
195,947
+14,626
| +8% | +$557K | 1.66% | 7 |
|
|
2017
Q3 | $7.04M | Sell |
181,321
-15,735
| -8% | -$611K | 1.64% | 7 |
|
|
2017
Q2 | $7.72M | Buy |
197,056
+5,117
| +3% | +$200K | 1.91% | 5 |
|
|
2017
Q1 | $7.43M | Buy |
191,939
+18,584
| +11% | +$719K | 1.94% | 4 |
|
|
2016
Q4 | $6.45M | Buy |
173,355
+10,076
| +6% | +$375K | 1.78% | 4 |
|
|
2016
Q3 | $6.45M | Buy |
163,279
+15,921
| +11% | +$629K | 1.83% | 4 |
|
|
2016
Q2 | $5.88M | Sell |
147,358
-1,623
| -1% | -$64.7K | 1.62% | 6 |
|
|
2016
Q1 | $5.82M | Buy |
148,981
+492
| +0.3% | +$19.2K | 1.58% | 9 |
|
|
2015
Q4 | $5.77M | Buy |
148,489
+11,799
| +9% | +$458K | 1.5% | 9 |
|
|
2015
Q3 | $5.28M | Buy |
136,690
+4,842
| +4% | +$187K | 1.37% | 9 |
|
|
2015
Q2 | $5.16M | Buy |
131,848
+11,276
| +9% | +$442K | 1.4% | 8 |
|
|
2015
Q1 | $4.84M | Buy |
120,572
+21,222
| +21% | +$851K | 1.19% | 12 |
|
|
2014
Q4 | $3.92M | Sell |
99,350
-294
| -0.3% | -$11.6K | 1.05% | 15 |
|
|
2014
Q3 | $3.94M | Buy |
99,644
+21,021
| +27% | +$831K | 1.19% | 9 |
|
|
2014
Q2 | $3.14M | Buy |
78,623
+7,158
| +10% | +$286K | 1.12% | 10 |
|
|
2014
Q1 | $2.79M | Sell |
71,465
-8,614
| -11% | -$336K | 1.18% | 9 |
|
|
2013
Q4 | $2.95M | Sell |
80,079
-3,775
| -5% | -$139K | 1.69% | 2 |
|
|
2013
Q3 | $3.19M | Buy |
83,854
+4,454
| +6% | +$169K | 1.86% | 1 |
|
|
2013
Q2 | $3.12M | Buy |
+79,400
| New | +$3.12M | 1.72% | 8 |
|