Regal Investment Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
4,445
+25
| +0.6% | +$1.53K | 0.02% | 446 |
|
|
2025
Q1 | $263K | Sell |
4,420
-44
| -1% | -$2.62K | 0.02% | 426 |
|
|
2024
Q4 | $253K | Sell |
4,464
-49
| -1% | -$2.78K | 0.02% | 441 |
|
|
2024
Q3 | $293K | Sell |
4,513
-31
| -0.7% | -$2.01K | 0.02% | 452 |
|
|
2024
Q2 | $250K | Sell |
4,544
-104
| -2% | -$5.72K | 0.02% | 497 |
|
|
2024
Q1 | $233K | Sell |
4,648
-79
| -2% | -$3.97K | 0.02% | 513 |
|
|
2023
Q4 | $229K | Sell |
4,727
-124
| -3% | -$6.01K | 0.02% | 484 |
|
|
2023
Q3 | $240K | Sell |
4,851
-161
| -3% | -$7.95K | 0.02% | 433 |
|
|
2023
Q2 | $261K | Buy |
5,012
+23
| +0.5% | +$1.2K | 0.02% | 423 |
|
|
2023
Q1 | $259K | Buy |
4,989
+449
| +10% | +$23.3K | 0.02% | 429 |
|
|
2022
Q4 | $229K | Buy |
+4,540
| New | +$229K | 0.02% | 429 |
|
|
2022
Q3 | – | Sell |
-4,415
| Closed | -$202K | – | 528 |
|
|
2022
Q2 | $202K | Buy |
+4,415
| New | +$202K | 0.02% | 460 |
|
|
2022
Q1 | – | Sell |
-5,406
| Closed | -$291K | – | 573 |
|
|
2021
Q4 | $291K | Sell |
5,406
-183
| -3% | -$9.85K | 0.03% | 433 |
|
|
2021
Q3 | $303K | Buy |
5,589
+1,273
| +29% | +$69K | 0.03% | 423 |
|
|
2021
Q2 | $253K | Buy |
+4,316
| New | +$253K | 0.03% | 456 |
|
|
2021
Q1 | – | Sell |
-11,597
| Closed | -$700K | – | 393 |
|
|
2020
Q4 | $700K | Buy |
+11,597
| New | +$700K | 0.08% | 224 |
|
|
2020
Q3 | – | Sell |
-3,747
| Closed | -$206K | – | 268 |
|
|
2020
Q2 | $206K | Buy |
+3,747
| New | +$206K | 0.04% | 309 |
|
|
2018
Q2 | – | Sell |
-4,295
| Closed | -$239K | – | 315 |
|
|
2018
Q1 | $239K | Buy |
4,295
+212
| +5% | +$11.8K | 0.05% | 257 |
|
|
2017
Q4 | $226K | Buy |
4,083
+466
| +13% | +$25.8K | 0.05% | 256 |
|
|
2017
Q3 | $210K | Buy |
+3,617
| New | +$210K | 0.05% | 261 |
|
|
2015
Q4 | – | Sell |
-3,809
| Closed | -$155K | – | 839 |
|
|
2015
Q3 | $155K | Buy |
+3,809
| New | +$155K | 0.04% | 283 |
|
|
2014
Q4 | – | Sell |
-4,853
| Closed | -$203K | – | 999 |
|
|
2014
Q3 | $203K | Buy |
4,853
+2,557
| +111% | +$107K | 0.06% | 218 |
|
|
2014
Q2 | $104K | Buy |
2,296
+1,146
| +100% | +$51.9K | 0.04% | 275 |
|
|
2014
Q1 | $49K | Buy |
1,150
+26
| +2% | +$1.11K | 0.02% | 349 |
|
|
2013
Q4 | $46K | Buy |
+1,124
| New | +$46K | 0.03% | 300 |
|