Regal Investment Advisors’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,080
| Closed | -$368K | – | 482 |
|
|
2024
Q4 | $368K | Buy |
1,080
+148
| +16% | +$50.5K | 0.03% | 370 |
|
|
2024
Q3 | $351K | Buy |
932
+219
| +31% | +$82.5K | 0.02% | 414 |
|
|
2024
Q2 | $219K | Buy |
713
+172
| +32% | +$52.9K | 0.01% | 528 |
|
|
2024
Q1 | $218K | Sell |
541
-100
| -16% | -$40.4K | 0.01% | 532 |
|
|
2023
Q4 | $256K | Sell |
641
-9
| -1% | -$3.59K | 0.02% | 451 |
|
|
2023
Q3 | $231K | Buy |
650
+77
| +13% | +$27.4K | 0.02% | 440 |
|
|
2023
Q2 | $215K | Buy |
+573
| New | +$215K | 0.02% | 467 |
|