Regal Investment Advisors’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Buy |
4,379
+317
| +8% | +$29.6K | 0.03% | 368 |
|
|
2025
Q1 | $296K | Buy |
+4,062
| New | +$296K | 0.02% | 405 |
|
|
2024
Q4 | – | Sell |
-4,636
| Closed | -$348K | – | 515 |
|
|
2024
Q3 | $348K | Sell |
4,636
-359
| -7% | -$27K | 0.02% | 416 |
|
|
2024
Q2 | $363K | Sell |
4,995
-949
| -16% | -$69K | 0.02% | 415 |
|
|
2024
Q1 | $458K | Sell |
5,944
-2,093
| -26% | -$161K | 0.03% | 375 |
|
|
2023
Q4 | $495K | Buy |
8,037
+965
| +14% | +$59.4K | 0.04% | 324 |
|
|
2023
Q3 | $325K | Sell |
7,072
-2,764
| -28% | -$127K | 0.03% | 374 |
|
|
2023
Q2 | $425K | Buy |
9,836
+3,120
| +46% | +$135K | 0.04% | 325 |
|
|
2023
Q1 | $213K | Buy |
+6,716
| New | +$213K | 0.02% | 469 |
|
|
2022
Q2 | – | Sell |
-6,187
| Closed | -$220K | – | 555 |
|
|
2022
Q1 | $220K | Sell |
6,187
-145
| -2% | -$5.16K | 0.02% | 485 |
|
|
2021
Q4 | $266K | Buy |
6,332
+257
| +4% | +$10.8K | 0.02% | 459 |
|
|
2021
Q3 | $272K | Buy |
6,075
+35
| +0.6% | +$1.57K | 0.03% | 442 |
|
|
2021
Q2 | $303K | Buy |
+6,040
| New | +$303K | 0.03% | 420 |
|
|
2021
Q1 | – | Sell |
-8,685
| Closed | -$443K | – | 390 |
|
|
2020
Q4 | $443K | Buy |
+8,685
| New | +$443K | 0.05% | 300 |
|
|
2020
Q3 | – | Sell |
-7,517
| Closed | -$234K | – | 265 |
|
|
2020
Q2 | $234K | Buy |
+7,517
| New | +$234K | 0.04% | 283 |
|