Regal Investment Advisors’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-27,680
| Closed | -$1.17M | – | 507 |
|
|
2025
Q1 | $1.17M | Buy |
27,680
+7,055
| +34% | +$298K | 0.09% | 199 |
|
|
2024
Q4 | $701K | Buy |
20,625
+3,100
| +18% | +$105K | 0.05% | 275 |
|
|
2024
Q3 | $619K | Buy |
17,525
+3,600
| +26% | +$127K | 0.04% | 313 |
|
|
2024
Q2 | $526K | Buy |
13,925
+825
| +6% | +$31.2K | 0.03% | 341 |
|
|
2024
Q1 | $534K | Buy |
13,100
+1,100
| +9% | +$44.9K | 0.04% | 346 |
|
|
2023
Q4 | $584K | Sell |
12,000
-155
| -1% | -$7.54K | 0.04% | 300 |
|
|
2023
Q3 | $395K | Sell |
12,155
-101
| -0.8% | -$3.28K | 0.03% | 334 |
|
|
2023
Q2 | $307K | Buy |
12,256
+155
| +1% | +$3.88K | 0.03% | 391 |
|
|
2023
Q1 | $316K | Hold |
12,101
| – | – | 0.03% | 378 |
|
|
2022
Q4 | $303K | Buy |
12,101
+261
| +2% | +$6.54K | 0.03% | 373 |
|
|
2022
Q3 | $215K | Sell |
11,840
-375
| -3% | -$6.81K | 0.02% | 429 |
|
|
2022
Q2 | $219K | Buy |
12,215
+375
| +3% | +$6.72K | 0.02% | 440 |
|
|
2022
Q1 | $447K | Buy |
11,840
+2,100
| +22% | +$79.3K | 0.04% | 332 |
|
|
2021
Q4 | $232K | Sell |
9,740
-2,795
| -22% | -$66.6K | 0.02% | 492 |
|
|
2021
Q3 | $275K | Sell |
12,535
-9,889
| -44% | -$217K | 0.03% | 441 |
|
|
2021
Q2 | $538K | Buy |
+22,424
| New | +$538K | 0.05% | 320 |
|
|
2021
Q1 | – | Sell |
-32,103
| Closed | -$538K | – | 438 |
|
|
2020
Q4 | $538K | Buy |
+32,103
| New | +$538K | 0.06% | 274 |
|
|
2020
Q3 | – | Sell |
-31,195
| Closed | -$225K | – | 306 |
|
|
2020
Q2 | $225K | Buy |
+31,195
| New | +$225K | 0.04% | 290 |
|
|
2020
Q1 | – | Sell |
-18,417
| Closed | -$210K | – | 314 |
|
|
2019
Q4 | $210K | Sell |
18,417
-400
| -2% | -$4.56K | 0.04% | 309 |
|
|
2019
Q3 | $217K | Buy |
18,817
+1,810
| +11% | +$20.9K | 0.04% | 283 |
|
|
2019
Q2 | $260K | Sell |
17,007
-242
| -1% | -$3.7K | 0.05% | 268 |
|
|
2019
Q1 | $336K | Sell |
17,249
-2,513
| -13% | -$49K | 0.07% | 230 |
|
|
2018
Q4 | $360K | Buy |
19,762
+2,106
| +12% | +$38.4K | 0.08% | 215 |
|
|
2018
Q3 | $538K | Sell |
17,656
-6,316
| -26% | -$192K | 0.11% | 185 |
|
|
2018
Q2 | $833K | Sell |
23,972
-76
| -0.3% | -$2.64K | 0.25% | 124 |
|
|
2018
Q1 | $846K | Sell |
24,048
-698
| -3% | -$24.6K | 0.19% | 138 |
|
|
2017
Q4 | $871K | Buy |
24,746
+4
| +0% | +$141 | 0.19% | 130 |
|
|
2017
Q3 | $635K | Buy |
24,742
+574
| +2% | +$14.7K | 0.15% | 155 |
|
|
2017
Q2 | $535K | Buy |
24,168
+5,460
| +29% | +$121K | 0.13% | 159 |
|
|
2017
Q1 | $633K | Buy |
18,708
+2,253
| +14% | +$76.2K | 0.17% | 148 |
|
|
2016
Q4 | $543K | Sell |
16,455
-2,017
| -11% | -$66.6K | 0.15% | 154 |
|
|
2016
Q3 | $348K | Sell |
18,472
-3,259
| -15% | -$61.4K | 0.1% | 189 |
|
|
2016
Q2 | $366K | Sell |
21,731
-293
| -1% | -$4.94K | 0.1% | 181 |
|
|
2016
Q1 | $353K | Buy |
22,024
+510
| +2% | +$8.17K | 0.1% | 181 |
|
|
2015
Q4 | $171K | Buy |
21,514
+10,369
| +93% | +$82.4K | 0.04% | 254 |
|
|
2015
Q3 | $116K | Buy |
11,145
+1,254
| +13% | +$13.1K | 0.03% | 323 |
|
|
2015
Q2 | $203K | Buy |
9,891
+121
| +1% | +$2.48K | 0.05% | 249 |
|
|
2015
Q1 | $238K | Buy |
9,770
+1,352
| +16% | +$32.9K | 0.06% | 228 |
|
|
2014
Q4 | $225K | Sell |
8,418
-47
| -0.6% | -$1.26K | 0.06% | 211 |
|
|
2014
Q3 | $332K | Buy |
8,465
+7
| +0.1% | +$275 | 0.1% | 178 |
|
|
2014
Q2 | $220K | Buy |
8,458
+911
| +12% | +$23.7K | 0.08% | 195 |
|
|
2014
Q1 | $208K | Buy |
+7,547
| New | +$208K | 0.09% | 177 |
|
|
2013
Q4 | – | Sell |
-9,528
| Closed | -$196K | – | 971 |
|
|
2013
Q3 | $196K | Buy |
9,528
+14
| +0.1% | +$288 | 0.11% | 164 |
|
|
2013
Q2 | $167K | Buy |
+9,514
| New | +$167K | 0.09% | 172 |
|