Atria Wealth Solutions’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-19,769
| Closed | -$388K | – | 2030 |
|
2023
Q4 | $388K | Buy |
19,769
+442
| +2% | +$8.67K | ﹤0.01% | 1331 |
|
2023
Q3 | $337K | Buy |
19,327
+311
| +2% | +$5.42K | ﹤0.01% | 1338 |
|
2023
Q2 | $343K | Sell |
19,016
-46,519
| -71% | -$838K | ﹤0.01% | 1351 |
|
2023
Q1 | $1.22M | Buy |
65,535
+40,457
| +161% | +$754K | 0.02% | 721 |
|
2022
Q4 | $546K | Buy |
25,078
+164
| +0.7% | +$3.57K | 0.01% | 1029 |
|
2022
Q3 | $505K | Sell |
24,914
-1,687
| -6% | -$34.2K | 0.01% | 1010 |
|
2022
Q2 | $503K | Buy |
26,601
+13,010
| +96% | +$246K | 0.01% | 946 |
|
2022
Q1 | $305K | Buy |
+13,591
| New | +$305K | 0.01% | 1310 |
|