RIA
Regal Investment Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
74,246
+1,520
| +2% | +$242K | 0.89% | 20 |
|
|
2025
Q1 | $12.4M | Sell |
72,726
-24,547
| -25% | -$4.18M | 1% | 18 |
|
|
2024
Q4 | $16.3M | Buy |
97,273
+558
| +0.6% | +$93.5K | 1.23% | 13 |
|
|
2024
Q3 | $16.8M | Buy |
96,715
+2,642
| +3% | +$458K | 1.17% | 13 |
|
|
2024
Q2 | $15.5M | Buy |
94,073
+4,238
| +5% | +$699K | 1.01% | 15 |
|
|
2024
Q1 | $14.6M | Sell |
89,835
-6,419
| -7% | -$1.04M | 1% | 16 |
|
|
2023
Q4 | $14.1M | Sell |
96,254
-708
| -0.7% | -$104K | 1.07% | 13 |
|
|
2023
Q3 | $14.1M | Buy |
96,962
+3,266
| +3% | +$476K | 1.19% | 11 |
|
|
2023
Q2 | $14.2M | Buy |
93,696
+528
| +0.6% | +$80.1K | 1.19% | 14 |
|
|
2023
Q1 | $13.9M | Buy |
93,168
+9,973
| +12% | +$1.48M | 1.22% | 12 |
|
|
2022
Q4 | $12.6M | Buy |
83,195
+3,730
| +5% | +$565K | 1.22% | 15 |
|
|
2022
Q3 | $10M | Buy |
79,465
+4,934
| +7% | +$623K | 1.06% | 19 |
|
|
2022
Q2 | $10.7M | Buy |
74,531
+3,857
| +5% | +$555K | 1.12% | 16 |
|
|
2022
Q1 | $10.8M | Buy |
70,674
+1,353
| +2% | +$207K | 0.99% | 23 |
|
|
2021
Q4 | $11.3M | Buy |
69,321
+773
| +1% | +$126K | 1% | 22 |
|
|
2021
Q3 | $9.58M | Buy |
68,548
+3,163
| +5% | +$442K | 0.93% | 23 |
|
|
2021
Q2 | $8.82M | Buy |
+65,385
| New | +$8.82M | 0.89% | 23 |
|
|
2021
Q1 | – | Sell |
-73,403
| Closed | -$10.2M | – | 309 |
|
|
2020
Q4 | $10.2M | Buy |
+73,403
| New | +$10.2M | 1.15% | 15 |
|
|
2020
Q3 | – | Sell |
-78,337
| Closed | -$9.37M | – | 197 |
|
|
2020
Q2 | $9.37M | Buy |
+78,337
| New | +$9.37M | 1.72% | 8 |
|
|
2020
Q1 | – | Sell |
-76,245
| Closed | -$9.52M | – | 227 |
|
|
2019
Q4 | $9.52M | Sell |
76,245
-3,748
| -5% | -$468K | 1.71% | 6 |
|
|
2019
Q3 | $9.95M | Sell |
79,993
-6,399
| -7% | -$796K | 1.94% | 4 |
|
|
2019
Q2 | $9.47M | Buy |
86,392
+434
| +0.5% | +$47.6K | 1.85% | 5 |
|
|
2019
Q1 | $8.94M | Buy |
85,958
+5,661
| +7% | +$589K | 1.82% | 4 |
|
|
2018
Q4 | $7.38M | Buy |
80,297
+6,177
| +8% | +$568K | 1.62% | 6 |
|
|
2018
Q3 | $6.17M | Buy |
74,120
+29,656
| +67% | +$2.47M | 1.3% | 17 |
|
|
2018
Q2 | $3.47M | Sell |
44,464
-17,247
| -28% | -$1.35M | 1.05% | 20 |
|
|
2018
Q1 | $4.89M | Buy |
61,711
+1,479
| +2% | +$117K | 1.08% | 24 |
|
|
2017
Q4 | $5.53M | Buy |
60,232
+7,578
| +14% | +$696K | 1.23% | 19 |
|
|
2017
Q3 | $4.79M | Buy |
52,654
+7,562
| +17% | +$688K | 1.12% | 20 |
|
|
2017
Q2 | $3.93M | Buy |
45,092
+1,331
| +3% | +$116K | 0.97% | 26 |
|
|
2017
Q1 | $3.93M | Buy |
43,761
+5,685
| +15% | +$511K | 1.03% | 23 |
|
|
2016
Q4 | $3.2M | Buy |
38,076
+1,634
| +4% | +$137K | 0.88% | 32 |
|
|
2016
Q3 | $3.27M | Buy |
36,442
+3,300
| +10% | +$296K | 0.93% | 28 |
|
|
2016
Q2 | $2.81M | Buy |
33,142
+1,101
| +3% | +$93.2K | 0.77% | 48 |
|
|
2016
Q1 | $2.64M | Sell |
32,041
-1,931
| -6% | -$159K | 0.71% | 57 |
|
|
2015
Q4 | $2.7M | Buy |
33,972
+8,892
| +35% | +$706K | 0.7% | 56 |
|
|
2015
Q3 | $1.8M | Buy |
25,080
+7,930
| +46% | +$570K | 0.47% | 77 |
|
|
2015
Q2 | $1.34M | Buy |
17,150
+2,777
| +19% | +$217K | 0.36% | 88 |
|
|
2015
Q1 | $1.18M | Buy |
14,373
+3,946
| +38% | +$323K | 0.29% | 100 |
|
|
2014
Q4 | $950K | Sell |
10,427
-2,524
| -19% | -$230K | 0.25% | 107 |
|
|
2014
Q3 | $1.09M | Buy |
12,951
+1,506
| +13% | +$126K | 0.33% | 85 |
|
|
2014
Q2 | $899K | Buy |
11,445
+2,120
| +23% | +$167K | 0.32% | 88 |
|
|
2014
Q1 | $752K | Buy |
9,325
+1,452
| +18% | +$117K | 0.32% | 90 |
|
|
2013
Q4 | $641K | Sell |
7,873
-100
| -1% | -$8.14K | 0.37% | 85 |
|
|
2013
Q3 | $603K | Sell |
7,973
-10
| -0.1% | -$756 | 0.35% | 101 |
|
|
2013
Q2 | $615K | Buy |
+7,983
| New | +$615K | 0.34% | 99 |
|