Regal Investment Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Buy |
7,015
+231
| +3% | +$23.3K | 0.05% | 292 |
|
|
2025
Q1 | $746K | Sell |
6,784
-4,783
| -41% | -$526K | 0.06% | 257 |
|
|
2024
Q4 | $1.46M | Buy |
11,567
+662
| +6% | +$83.5K | 0.11% | 196 |
|
|
2024
Q3 | $1.49M | Buy |
10,905
+2,696
| +33% | +$368K | 0.1% | 204 |
|
|
2024
Q2 | $1.12M | Sell |
8,209
-16
| -0.2% | -$2.19K | 0.07% | 238 |
|
|
2024
Q1 | $1.22M | Buy |
8,225
+1,517
| +23% | +$225K | 0.08% | 223 |
|
|
2023
Q4 | $1.05M | Sell |
6,708
-823
| -11% | -$129K | 0.08% | 218 |
|
|
2023
Q3 | $1.17M | Sell |
7,531
-201
| -3% | -$31.3K | 0.1% | 192 |
|
|
2023
Q2 | $1.39M | Buy |
7,732
+749
| +11% | +$134K | 0.12% | 179 |
|
|
2023
Q1 | $1.35M | Buy |
6,983
+582
| +9% | +$113K | 0.12% | 171 |
|
|
2022
Q4 | $1.11M | Sell |
6,401
-253
| -4% | -$44K | 0.11% | 180 |
|
|
2022
Q3 | $1.08M | Buy |
6,654
+393
| +6% | +$63.5K | 0.11% | 169 |
|
|
2022
Q2 | $1.14M | Buy |
6,261
+340
| +6% | +$62.1K | 0.12% | 169 |
|
|
2022
Q1 | $1.27M | Buy |
5,921
+1,008
| +21% | +$216K | 0.12% | 176 |
|
|
2021
Q4 | $1.05M | Sell |
4,913
-659
| -12% | -$141K | 0.09% | 233 |
|
|
2021
Q3 | $1.02M | Buy |
5,572
+268
| +5% | +$48.8K | 0.1% | 230 |
|
|
2021
Q2 | $1.1M | Buy |
+5,304
| New | +$1.1M | 0.11% | 196 |
|
|
2021
Q1 | – | Sell |
-3,947
| Closed | -$665K | – | 397 |
|
|
2020
Q4 | $665K | Buy |
+3,947
| New | +$665K | 0.08% | 237 |
|
|
2020
Q3 | – | Sell |
-6,214
| Closed | -$691K | – | 271 |
|
|
2020
Q2 | $691K | Buy |
+6,214
| New | +$691K | 0.13% | 152 |
|
|
2019
Q4 | – | Sell |
-3,215
| Closed | -$385K | – | 351 |
|
|
2019
Q3 | $385K | Sell |
3,215
-818
| -20% | -$98K | 0.08% | 216 |
|
|
2019
Q2 | $417K | Buy |
4,033
+1,690
| +72% | +$175K | 0.08% | 211 |
|
|
2019
Q1 | $262K | Buy |
+2,343
| New | +$262K | 0.05% | 258 |
|
|
2015
Q4 | – | Sell |
-150
| Closed | -$14K | – | 843 |
|
|
2015
Q3 | $14K | Sell |
150
-3,178
| -95% | -$297K | ﹤0.01% | 629 |
|
|
2015
Q2 | $322K | Sell |
3,328
-42
| -1% | -$4.06K | 0.09% | 183 |
|
|
2015
Q1 | $327K | Sell |
3,370
-975
| -22% | -$94.6K | 0.08% | 190 |
|
|
2014
Q4 | $483K | Sell |
4,345
-2,079
| -32% | -$231K | 0.13% | 147 |
|
|
2014
Q3 | $631K | Hold |
6,424
| – | – | 0.19% | 127 |
|
|
2014
Q2 | $659K | Buy |
6,424
+50
| +0.8% | +$5.13K | 0.23% | 106 |
|
|
2014
Q1 | $621K | Sell |
6,374
-127
| -2% | -$12.4K | 0.26% | 98 |
|
|
2013
Q4 | $683K | Buy |
6,501
+127
| +2% | +$13.3K | 0.39% | 83 |
|
|
2013
Q3 | $582K | Sell |
6,374
-1,000
| -14% | -$91.3K | 0.34% | 102 |
|
|
2013
Q2 | $638K | Buy |
+7,374
| New | +$638K | 0.35% | 93 |
|