Regal Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
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|
2025
Q1 | $282K | Sell |
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|
2024
Q4 | $287K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $243K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $211K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.6M | Sell |
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|
2018
Q1 | $1.89M | Sell |
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|
2017
Q4 | $2.25M | Sell |
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|
2017
Q3 | $2.11M | Sell |
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|
2017
Q2 | $2.45M | Buy |
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|
2017
Q1 | $369K | Buy |
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|
2016
Q4 | $317K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $273K | Sell |
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|
2015
Q4 | $345K | Buy |
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|
2015
Q3 | $313K | Sell |
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|
2015
Q2 | $343K | Sell |
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|
2015
Q1 | $335K | Buy |
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|
2014
Q4 | $174K | Sell |
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|
2014
Q3 | $208K | Buy |
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|
2014
Q2 | $207K | Buy |
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|
2014
Q1 | $194K | Sell |
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|
2013
Q4 | $187K | Buy |
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|
2013
Q3 | $72K | Buy |
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|
2013
Q2 | $72K | Buy |
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