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