Regal Investment Advisors’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $390K | Hold |
1,252
| – | – | 0.03% | 383 |
|
2025
Q1 | $422K | Buy |
1,252
+4
| +0.3% | +$1.35K | 0.03% | 354 |
|
2024
Q4 | $424K | Buy |
1,248
+1
| +0.1% | +$339 | 0.03% | 351 |
|
2024
Q3 | $361K | Buy |
1,247
+1
| +0.1% | +$290 | 0.03% | 406 |
|
2024
Q2 | $326K | Buy |
1,246
+1
| +0.1% | +$261 | 0.02% | 442 |
|
2024
Q1 | $369K | Hold |
1,245
| – | – | 0.03% | 416 |
|
2023
Q4 | $360K | Buy |
1,245
+1
| +0.1% | +$289 | 0.03% | 387 |
|
2023
Q3 | $317K | Buy |
1,244
+1
| +0.1% | +$255 | 0.03% | 377 |
|
2023
Q2 | $358K | Hold |
1,243
| – | – | 0.03% | 362 |
|
2023
Q1 | $307K | Buy |
1,243
+1
| +0.1% | +$247 | 0.03% | 387 |
|
2022
Q4 | $284K | Buy |
1,242
+1
| +0.1% | +$228 | 0.03% | 388 |
|
2022
Q3 | $250K | Hold |
1,241
| – | – | 0.03% | 399 |
|
2022
Q2 | $244K | Buy |
1,241
+1
| +0.1% | +$197 | 0.03% | 418 |
|
2022
Q1 | $255K | Buy |
1,240
+1
| +0.1% | +$206 | 0.02% | 448 |
|
2021
Q4 | $267K | Hold |
1,239
| – | – | 0.02% | 456 |
|
2021
Q3 | $259K | Buy |
1,239
+1
| +0.1% | +$209 | 0.03% | 455 |
|
2021
Q2 | $277K | Buy |
+1,238
| New | +$277K | 0.03% | 435 |
|
2015
Q4 | – | Sell |
-1,159
| Closed | -$174K | – | 783 |
|
2015
Q3 | $174K | Sell |
1,159
-283
| -20% | -$42.5K | 0.05% | 256 |
|
2015
Q2 | $229K | Buy |
1,442
+29
| +2% | +$4.61K | 0.06% | 225 |
|
2015
Q1 | $208K | Buy |
1,413
+1,137
| +412% | +$167K | 0.05% | 248 |
|
2014
Q4 | $38K | Buy |
276
+40
| +17% | +$5.51K | 0.01% | 433 |
|
2014
Q3 | $29K | Sell |
236
-38
| -14% | -$4.67K | 0.01% | 493 |
|
2014
Q2 | $32K | Buy |
+274
| New | +$32K | 0.01% | 457 |
|