Regal Investment Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
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|
2025
Q1 | $1.16M | Sell |
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|
2024
Q4 | $2.17M | Sell |
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|
2024
Q3 | $2.28M | Sell |
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|
2024
Q2 | $2.03M | Buy |
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|
2024
Q1 | $1.92M | Buy |
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|
2023
Q4 | $1.93M | Buy |
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|
2023
Q3 | $960K | Buy |
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|
2023
Q2 | $673K | Buy |
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|
2023
Q1 | $548K | Buy |
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|
2022
Q4 | $376K | Sell |
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|
2022
Q3 | $348K | Sell |
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|
2022
Q2 | $386K | Buy |
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|
2022
Q1 | $464K | Sell |
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|
2021
Q4 | $1.19M | Sell |
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|
2021
Q3 | $1.29M | Sell |
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|
2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $506K | Buy |
|