Regal Investment Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
3,808
+314
| +9% | +$111K | 0.1% | 195 |
|
|
2025
Q1 | $1.22M | Buy |
3,494
+99
| +3% | +$34.7K | 0.1% | 197 |
|
|
2024
Q4 | $1.07M | Sell |
3,395
-1,035
| -23% | -$327K | 0.08% | 216 |
|
|
2024
Q3 | $1.22M | Sell |
4,430
-4,153
| -48% | -$1.14M | 0.09% | 225 |
|
|
2024
Q2 | $2.25M | Buy |
8,583
+249
| +3% | +$65.4K | 0.15% | 160 |
|
|
2024
Q1 | $2.33M | Sell |
8,334
-131
| -2% | -$36.6K | 0.16% | 156 |
|
|
2023
Q4 | $2.2M | Buy |
8,465
+79
| +0.9% | +$20.6K | 0.17% | 148 |
|
|
2023
Q3 | $1.93M | Sell |
8,386
-134
| -2% | -$30.8K | 0.16% | 154 |
|
|
2023
Q2 | $2.02M | Buy |
8,520
+32
| +0.4% | +$7.6K | 0.17% | 142 |
|
|
2023
Q1 | $1.91M | Sell |
8,488
-1,778
| -17% | -$401K | 0.17% | 144 |
|
|
2022
Q4 | $2.13M | Buy |
10,266
+91
| +0.9% | +$18.9K | 0.21% | 121 |
|
|
2022
Q3 | $1.81M | Buy |
10,175
+288
| +3% | +$51.2K | 0.19% | 123 |
|
|
2022
Q2 | $1.95M | Buy |
9,887
+324
| +3% | +$63.8K | 0.2% | 118 |
|
|
2022
Q1 | $2.12M | Sell |
9,563
-2,421
| -20% | -$537K | 0.19% | 122 |
|
|
2021
Q4 | $2.6M | Sell |
11,984
-409
| -3% | -$88.6K | 0.23% | 105 |
|
|
2021
Q3 | $2.76M | Buy |
12,393
+38
| +0.3% | +$8.46K | 0.27% | 92 |
|
|
2021
Q2 | $2.89M | Buy |
+12,355
| New | +$2.89M | 0.29% | 85 |
|
|
2021
Q1 | – | Sell |
-9,096
| Closed | -$1.99M | – | 401 |
|
|
2020
Q4 | $1.99M | Buy |
+9,096
| New | +$1.99M | 0.23% | 113 |
|
|
2020
Q3 | – | Sell |
-8,672
| Closed | -$1.68M | – | 274 |
|
|
2020
Q2 | $1.68M | Buy |
+8,672
| New | +$1.68M | 0.31% | 81 |
|
|
2018
Q4 | – | Sell |
-1,684
| Closed | -$253K | – | 369 |
|
|
2018
Q3 | $253K | Buy |
+1,684
| New | +$253K | 0.05% | 268 |
|
|
2018
Q2 | – | Sell |
-2,516
| Closed | -$301K | – | 317 |
|
|
2018
Q1 | $301K | Sell |
2,516
-17,611
| -87% | -$2.11M | 0.07% | 229 |
|
|
2017
Q4 | $2.3M | Sell |
20,127
-3,268
| -14% | -$373K | 0.51% | 62 |
|
|
2017
Q3 | $2.46M | Sell |
23,395
-4,030
| -15% | -$424K | 0.57% | 50 |
|
|
2017
Q2 | $2.57M | Sell |
27,425
-3,434
| -11% | -$322K | 0.64% | 47 |
|
|
2017
Q1 | $2.74M | Sell |
30,859
-3,970
| -11% | -$353K | 0.72% | 45 |
|
|
2016
Q4 | $2.72M | Sell |
34,829
-1,011
| -3% | -$78.9K | 0.75% | 50 |
|
|
2016
Q3 | $2.96M | Sell |
35,840
-2,360
| -6% | -$195K | 0.84% | 39 |
|
|
2016
Q2 | $2.83M | Sell |
38,200
-1,917
| -5% | -$142K | 0.78% | 46 |
|
|
2016
Q1 | $3.07M | Buy |
+40,117
| New | +$3.07M | 0.83% | 41 |
|
|
2015
Q4 | – | Sell |
-101
| Closed | -$7K | – | 849 |
|
|
2015
Q3 | $7K | Buy |
101
+1
| +1% | +$69 | ﹤0.01% | 767 |
|
|
2015
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 732 |
|
|
2015
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 770 |
|
|
2014
Q4 | $7K | Sell |
100
-200
| -67% | -$14K | ﹤0.01% | 700 |
|
|
2014
Q3 | $16K | Sell |
300
-800
| -73% | -$42.7K | ﹤0.01% | 602 |
|
|
2014
Q2 | $58K | Buy |
1,100
+100
| +10% | +$5.27K | 0.02% | 364 |
|
|
2014
Q1 | $54K | Hold |
1,000
| – | – | 0.02% | 334 |
|
|
2013
Q4 | $56K | Hold |
1,000
| – | – | 0.03% | 277 |
|
|
2013
Q3 | $48K | Hold |
1,000
| – | – | 0.03% | 306 |
|
|
2013
Q2 | $46K | Buy |
+1,000
| New | +$46K | 0.03% | 304 |
|