Regal Investment Advisors’s Verisk Analytics VRSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$595K Sell
1,911
-40
-2% -$12.5K 0.04% 322
2025
Q1
$581K Buy
1,951
+161
+9% +$47.9K 0.05% 295
2024
Q4
$493K Sell
1,790
-2
-0.1% -$551 0.04% 325
2024
Q3
$480K Buy
1,792
+241
+16% +$64.6K 0.03% 362
2024
Q2
$418K Buy
1,551
+151
+11% +$40.7K 0.03% 385
2024
Q1
$330K Buy
1,400
+57
+4% +$13.4K 0.02% 437
2023
Q4
$321K Buy
1,343
+150
+13% +$35.8K 0.02% 406
2023
Q3
$282K Buy
1,193
+109
+10% +$25.8K 0.02% 400
2023
Q2
$245K Buy
+1,084
New +$245K 0.02% 436