Avantax Advisory Services’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.87M | Buy |
79,477
+8,979
| +13% | +$211K | 0.01% | 835 |
|
2025
Q1 | $1.53M | Buy |
70,498
+5,029
| +8% | +$109K | 0.01% | 880 |
|
2024
Q4 | $1.54M | Buy |
65,469
+5,932
| +10% | +$140K | 0.01% | 845 |
|
2024
Q3 | $1.39M | Buy |
59,537
+10,467
| +21% | +$244K | 0.01% | 854 |
|
2024
Q2 | $983K | Buy |
49,070
+35,420
| +259% | +$710K | 0.01% | 987 |
|
2024
Q1 | $287K | Buy |
+13,650
| New | +$287K | ﹤0.01% | 1319 |
|
2023
Q4 | – | Sell |
-10,252
| Closed | -$176K | – | 1656 |
|
2023
Q3 | $176K | Buy |
+10,252
| New | +$176K | ﹤0.01% | 1444 |
|
2023
Q2 | – | Sell |
-18,176
| Closed | -$337K | – | 1564 |
|
2023
Q1 | $337K | Buy |
18,176
+3,266
| +22% | +$60.6K | ﹤0.01% | 1084 |
|
2022
Q4 | $321K | Sell |
14,910
-181
| -1% | -$3.9K | ﹤0.01% | 1073 |
|
2022
Q3 | $303K | Buy |
15,091
+4,130
| +38% | +$82.9K | ﹤0.01% | 1009 |
|
2022
Q2 | $206K | Buy |
10,961
+86
| +0.8% | +$1.62K | ﹤0.01% | 1194 |
|
2022
Q1 | $243K | Buy |
10,875
+1,687
| +18% | +$37.7K | ﹤0.01% | 1107 |
|
2021
Q4 | $200K | Sell |
9,188
-2,782
| -23% | -$60.6K | ﹤0.01% | 1177 |
|
2021
Q3 | $256K | Buy |
+11,970
| New | +$256K | ﹤0.01% | 996 |
|
2020
Q4 | – | Sell |
-25,888
| Closed | -$296K | – | 1269 |
|
2020
Q3 | $296K | Buy |
+25,888
| New | +$296K | ﹤0.01% | 1025 |
|
2020
Q2 | – | Sell |
-10,883
| Closed | -$96K | – | 886 |
|
2020
Q1 | $96K | Sell |
10,883
-4,511
| -29% | -$39.8K | ﹤0.01% | 762 |
|
2019
Q4 | $266K | Buy |
15,394
+3,362
| +28% | +$58.1K | 0.01% | 668 |
|
2019
Q3 | $190K | Buy |
+12,032
| New | +$190K | 0.01% | 546 |
|