RIA
Regal Investment Advisors’s Steel Dynamics STLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Sell |
3,204
-392
| -11% | -$50.2K | 0.03% | 367 |
|
|
2025
Q1 | $450K | Sell |
3,596
-1,442
| -29% | -$180K | 0.04% | 341 |
|
|
2024
Q4 | $575K | Buy |
5,038
+18
| +0.4% | +$2.05K | 0.04% | 296 |
|
|
2024
Q3 | $633K | Buy |
5,020
+23
| +0.5% | +$2.9K | 0.04% | 308 |
|
|
2024
Q2 | $647K | Sell |
4,997
-26
| -0.5% | -$3.37K | 0.04% | 310 |
|
|
2024
Q1 | $745K | Sell |
5,023
-22
| -0.4% | -$3.26K | 0.05% | 289 |
|
|
2023
Q4 | $596K | Hold |
5,045
| – | – | 0.05% | 297 |
|
|
2023
Q3 | $541K | Buy |
5,045
+492
| +11% | +$52.8K | 0.05% | 279 |
|
|
2023
Q2 | $496K | Sell |
4,553
-702
| -13% | -$76.5K | 0.04% | 298 |
|
|
2023
Q1 | $594K | Hold |
5,255
| – | – | 0.05% | 259 |
|
|
2022
Q4 | $513K | Buy |
5,255
+104
| +2% | +$10.2K | 0.05% | 272 |
|
|
2022
Q3 | $365K | Buy |
+5,151
| New | +$365K | 0.04% | 320 |
|
|
2022
Q2 | – | Sell |
-2,900
| Closed | -$242K | – | 553 |
|
|
2022
Q1 | $242K | Buy |
+2,900
| New | +$242K | 0.02% | 461 |
|
|
2021
Q1 | – | Sell |
-33,424
| Closed | -$1.23M | – | 370 |
|
|
2020
Q4 | $1.23M | Buy |
+33,424
| New | +$1.23M | 0.14% | 155 |
|
|
2020
Q3 | – | Sell |
-32,681
| Closed | -$853K | – | 248 |
|
|
2020
Q2 | $853K | Buy |
+32,681
| New | +$853K | 0.16% | 134 |
|
|
2020
Q1 | – | Sell |
-32,789
| Closed | -$1.12M | – | 270 |
|
|
2019
Q4 | $1.12M | Buy |
32,789
+20
| +0.1% | +$681 | 0.2% | 127 |
|
|
2019
Q3 | $977K | Buy |
32,769
+19
| +0.1% | +$566 | 0.19% | 134 |
|
|
2019
Q2 | $989K | Buy |
32,750
+2,516
| +8% | +$76K | 0.19% | 133 |
|
|
2019
Q1 | $1.07M | Buy |
30,234
+14
| +0% | +$494 | 0.22% | 124 |
|
|
2018
Q4 | $908K | Buy |
30,220
+25,009
| +480% | +$751K | 0.2% | 131 |
|
|
2018
Q3 | $235K | Sell |
5,211
-24,990
| -83% | -$1.13M | 0.05% | 275 |
|
|
2018
Q2 | $1.39M | Buy |
30,201
+9
| +0% | +$414 | 0.42% | 84 |
|
|
2018
Q1 | $1.34M | Buy |
30,192
+8
| +0% | +$354 | 0.3% | 106 |
|
|
2017
Q4 | $1.3M | Buy |
30,184
+10
| +0% | +$431 | 0.29% | 103 |
|
|
2017
Q3 | $1.04M | Buy |
30,174
+9
| +0% | +$310 | 0.24% | 115 |
|
|
2017
Q2 | $1.08M | Buy |
30,165
+10
| +0% | +$358 | 0.27% | 109 |
|
|
2017
Q1 | $1.05M | Sell |
30,155
-5,491
| -15% | -$191K | 0.27% | 106 |
|
|
2016
Q4 | $1.27M | Sell |
35,646
-912
| -2% | -$32.4K | 0.35% | 90 |
|
|
2016
Q3 | $914K | Sell |
36,558
-19
| -0.1% | -$475 | 0.26% | 109 |
|
|
2016
Q2 | $896K | Buy |
36,577
+14
| +0% | +$343 | 0.25% | 115 |
|
|
2016
Q1 | $823K | Sell |
36,563
-58
| -0.2% | -$1.31K | 0.22% | 115 |
|
|
2015
Q4 | $654K | Buy |
36,621
+2,941
| +9% | +$52.5K | 0.17% | 131 |
|
|
2015
Q3 | $578K | Buy |
33,680
+16
| +0% | +$275 | 0.15% | 141 |
|
|
2015
Q2 | $697K | Buy |
33,664
+14
| +0% | +$290 | 0.19% | 123 |
|
|
2015
Q1 | $676K | Buy |
33,650
+63
| +0.2% | +$1.27K | 0.17% | 133 |
|
|
2014
Q4 | $663K | Buy |
33,587
+267
| +0.8% | +$5.27K | 0.18% | 128 |
|
|
2014
Q3 | $753K | Buy |
33,320
+13
| +0% | +$294 | 0.23% | 111 |
|
|
2014
Q2 | $598K | Sell |
33,307
-87
| -0.3% | -$1.56K | 0.21% | 116 |
|
|
2014
Q1 | $594K | Buy |
+33,394
| New | +$594K | 0.25% | 105 |
|
|
2013
Q4 | – | Sell |
-59,869
| Closed | -$1M | – | 948 |
|
|
2013
Q3 | $1M | Buy |
59,869
+15
| +0% | +$251 | 0.58% | 66 |
|
|
2013
Q2 | $899K | Buy |
+59,854
| New | +$899K | 0.5% | 69 |
|