Regal Investment Advisors’s USBC, Inc. USBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-275
Closed -$1.89K 478
2024
Q4
$1.89K Hold
275
﹤0.01% 465
2024
Q3
$3.15K Hold
275
﹤0.01% 498
2024
Q2
$4.51K Hold
275
﹤0.01% 569
2024
Q1
$6.93K Hold
275
﹤0.01% 580
2023
Q4
$5.6K Hold
275
﹤0.01% 543
2023
Q3
$2.75K Hold
275
﹤0.01% 498
2023
Q2
$11.1K Hold
275
﹤0.01% 510
2023
Q1
$9.79K Hold
275
﹤0.01% 512
2022
Q4
$17.6K Hold
275
﹤0.01% 488
2022
Q3
$20K Buy
+275
New +$20K ﹤0.01% 475