Regal Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
3,491
-439
| -11% | -$35.2K | 0.02% | 439 |
|
|
2025
Q1 | $282K | Sell |
3,930
-149
| -4% | -$10.7K | 0.02% | 414 |
|
|
2024
Q4 | $287K | Buy |
+4,079
| New | +$287K | 0.02% | 416 |
|
|
2021
Q1 | – | Sell |
-8,037
| Closed | -$243K | – | 433 |
|
|
2020
Q4 | $243K | Buy |
+8,037
| New | +$243K | 0.03% | 406 |
|
|
2020
Q3 | – | Sell |
-8,249
| Closed | -$211K | – | 302 |
|
|
2020
Q2 | $211K | Buy |
+8,249
| New | +$211K | 0.04% | 302 |
|
|
2018
Q3 | – | Sell |
-28,930
| Closed | -$1.6M | – | 344 |
|
|
2018
Q2 | $1.6M | Sell |
28,930
-7,200
| -20% | -$399K | 0.49% | 62 |
|
|
2018
Q1 | $1.89M | Sell |
36,130
-927
| -3% | -$48.6K | 0.42% | 75 |
|
|
2017
Q4 | $2.25M | Sell |
37,057
-1,216
| -3% | -$73.8K | 0.5% | 65 |
|
|
2017
Q3 | $2.11M | Sell |
38,273
-5,908
| -13% | -$326K | 0.49% | 68 |
|
|
2017
Q2 | $2.45M | Buy |
44,181
+37,557
| +567% | +$2.08M | 0.61% | 52 |
|
|
2017
Q1 | $369K | Buy |
6,624
+881
| +15% | +$49.1K | 0.1% | 189 |
|
|
2016
Q4 | $317K | Buy |
+5,743
| New | +$317K | 0.09% | 196 |
|
|
2016
Q2 | – | Sell |
-5,640
| Closed | -$273K | – | 265 |
|
|
2016
Q1 | $273K | Sell |
5,640
-719
| -11% | -$34.8K | 0.07% | 209 |
|
|
2015
Q4 | $345K | Buy |
6,359
+262
| +4% | +$14.2K | 0.09% | 188 |
|
|
2015
Q3 | $313K | Sell |
6,097
-12
| -0.2% | -$616 | 0.08% | 184 |
|
|
2015
Q2 | $343K | Sell |
6,109
-54
| -0.9% | -$3.03K | 0.09% | 180 |
|
|
2015
Q1 | $335K | Buy |
6,163
+2,989
| +94% | +$162K | 0.08% | 189 |
|
|
2014
Q4 | $174K | Sell |
3,174
-835
| -21% | -$45.8K | 0.05% | 243 |
|
|
2014
Q3 | $208K | Buy |
4,009
+74
| +2% | +$3.84K | 0.06% | 216 |
|
|
2014
Q2 | $207K | Buy |
3,935
+37
| +0.9% | +$1.95K | 0.07% | 204 |
|
|
2014
Q1 | $194K | Sell |
3,898
-213
| -5% | -$10.6K | 0.08% | 184 |
|
|
2013
Q4 | $187K | Buy |
4,111
+2,368
| +136% | +$108K | 0.11% | 152 |
|
|
2013
Q3 | $72K | Buy |
1,743
+1
| +0.1% | +$41 | 0.04% | 268 |
|
|
2013
Q2 | $72K | Buy |
+1,742
| New | +$72K | 0.04% | 261 |
|