Regal Investment Advisors’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,125
| Closed | -$711K | – | 501 |
|
|
2024
Q3 | $711K | Sell |
1,125
-729
| -39% | -$461K | 0.05% | 292 |
|
|
2024
Q2 | $938K | Buy |
1,854
+381
| +26% | +$193K | 0.06% | 260 |
|
|
2024
Q1 | $818K | Buy |
1,473
+385
| +35% | +$214K | 0.06% | 272 |
|
|
2023
Q4 | $501K | Buy |
1,088
+1
| +0.1% | +$461 | 0.04% | 323 |
|
|
2023
Q3 | $423K | Sell |
1,087
-74
| -6% | -$28.8K | 0.04% | 317 |
|
|
2023
Q2 | $453K | Buy |
1,161
+30
| +3% | +$11.7K | 0.04% | 312 |
|
|
2023
Q1 | $380K | Sell |
1,131
-64
| -5% | -$21.5K | 0.03% | 340 |
|
|
2022
Q4 | $348K | Sell |
1,195
-27
| -2% | -$7.86K | 0.03% | 349 |
|
|
2022
Q3 | $296K | Buy |
+1,222
| New | +$296K | 0.03% | 370 |
|
|
2014
Q4 | – | Sell |
-100
| Closed | -$11K | – | 983 |
|
|
2014
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 675 |
|
|
2014
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 623 |
|
|
2014
Q1 | $12K | Hold |
100
| – | – | 0.01% | 606 |
|
|
2013
Q4 | $13K | Hold |
100
| – | – | 0.01% | 545 |
|
|
2013
Q3 | $11K | Hold |
100
| – | – | 0.01% | 585 |
|
|
2013
Q2 | $10K | Buy |
+100
| New | +$10K | 0.01% | 586 |
|