Regal Investment Advisors’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,474
| Closed | -$418K | – | 587 |
|
|
2024
Q2 | $418K | Sell |
6,474
-1,558
| -19% | -$100K | 0.03% | 386 |
|
|
2024
Q1 | $679K | Buy |
8,032
+144
| +2% | +$12.2K | 0.05% | 301 |
|
|
2023
Q4 | $610K | Sell |
7,888
-73
| -0.9% | -$5.65K | 0.05% | 290 |
|
|
2023
Q3 | $352K | Sell |
7,961
-1,408
| -15% | -$62.3K | 0.03% | 358 |
|
|
2023
Q2 | $624K | Buy |
9,369
+461
| +5% | +$30.7K | 0.05% | 262 |
|
|
2023
Q1 | $612K | Sell |
8,908
-1,232
| -12% | -$84.6K | 0.05% | 254 |
|
|
2022
Q4 | $637K | Sell |
10,140
-1,508
| -13% | -$94.8K | 0.06% | 238 |
|
|
2022
Q3 | $641K | Buy |
11,648
+185
| +2% | +$10.2K | 0.07% | 227 |
|
|
2022
Q2 | $705K | Sell |
11,463
-486
| -4% | -$29.9K | 0.07% | 234 |
|
|
2022
Q1 | $1.62M | Buy |
11,949
+252
| +2% | +$34.2K | 0.15% | 141 |
|
|
2021
Q4 | $1.89M | Buy |
11,697
+962
| +9% | +$155K | 0.17% | 131 |
|
|
2021
Q3 | $2.58M | Sell |
10,735
-33
| -0.3% | -$7.92K | 0.25% | 101 |
|
|
2021
Q2 | $2.63M | Buy |
+10,768
| New | +$2.63M | 0.26% | 92 |
|
|
2021
Q1 | – | Sell |
-11,414
| Closed | -$2.48M | – | 454 |
|
|
2020
Q4 | $2.48M | Buy |
+11,414
| New | +$2.48M | 0.28% | 93 |
|
|
2020
Q3 | – | Sell |
-14,859
| Closed | -$1.56M | – | 315 |
|
|
2020
Q2 | $1.56M | Buy |
+14,859
| New | +$1.56M | 0.29% | 90 |
|
|
2020
Q1 | – | Sell |
-4,069
| Closed | -$255K | – | 321 |
|
|
2019
Q4 | $255K | Sell |
4,069
-124
| -3% | -$7.77K | 0.05% | 287 |
|
|
2019
Q3 | $260K | Sell |
4,193
-1,606
| -28% | -$99.6K | 0.05% | 265 |
|
|
2019
Q2 | $421K | Buy |
5,799
+214
| +4% | +$15.5K | 0.08% | 210 |
|
|
2019
Q1 | $418K | Buy |
+5,585
| New | +$418K | 0.09% | 200 |
|