Regal Investment Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
2,412
+120
| +5% | +$63.3K | 0.1% | 204 |
|
|
2025
Q1 | $1.16M | Sell |
2,292
-2,071
| -47% | -$1.05M | 0.09% | 201 |
|
|
2024
Q4 | $2.17M | Sell |
4,363
-43
| -1% | -$21.4K | 0.16% | 145 |
|
|
2024
Q3 | $2.28M | Sell |
4,406
-140
| -3% | -$72.3K | 0.16% | 159 |
|
|
2024
Q2 | $2.03M | Buy |
4,546
+29
| +0.6% | +$12.9K | 0.13% | 168 |
|
|
2024
Q1 | $1.92M | Buy |
4,517
+141
| +3% | +$60K | 0.13% | 175 |
|
|
2023
Q4 | $1.93M | Buy |
4,376
+1,749
| +67% | +$770K | 0.15% | 158 |
|
|
2023
Q3 | $960K | Buy |
2,627
+947
| +56% | +$346K | 0.08% | 212 |
|
|
2023
Q2 | $673K | Buy |
1,680
+91
| +6% | +$36.5K | 0.06% | 251 |
|
|
2023
Q1 | $548K | Buy |
1,589
+467
| +42% | +$161K | 0.05% | 274 |
|
|
2022
Q4 | $376K | Sell |
1,122
-18
| -2% | -$6.03K | 0.04% | 333 |
|
|
2022
Q3 | $348K | Sell |
1,140
-5
| -0.4% | -$1.53K | 0.04% | 329 |
|
|
2022
Q2 | $386K | Buy |
1,145
+14
| +1% | +$4.72K | 0.04% | 329 |
|
|
2022
Q1 | $464K | Sell |
1,131
-1,379
| -55% | -$566K | 0.04% | 322 |
|
|
2021
Q4 | $1.19M | Sell |
2,510
-529
| -17% | -$250K | 0.11% | 210 |
|
|
2021
Q3 | $1.29M | Sell |
3,039
-182
| -6% | -$77.3K | 0.13% | 170 |
|
|
2021
Q2 | $1.32M | Buy |
+3,221
| New | +$1.32M | 0.13% | 161 |
|
|
2021
Q1 | – | Sell |
-1,540
| Closed | -$506K | – | 362 |
|
|
2020
Q4 | $506K | Buy |
+1,540
| New | +$506K | 0.06% | 284 |
|