Axxcess Wealth Management’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-28,851
| Closed | -$607K | – | 922 |
|
|
2024
Q1 | $607K | Sell |
28,851
-3,154
| -10% | -$66.4K | 0.02% | 491 |
|
|
2023
Q4 | $620K | Buy |
32,005
+19,600
| +158% | +$380K | 0.02% | 464 |
|
|
2023
Q3 | $213K | Buy |
+12,405
| New | +$213K | 0.01% | 714 |
|
|
2023
Q1 | – | Sell |
-9,430
| Closed | -$203K | – | 674 |
|
|
2022
Q4 | $203K | Buy |
+9,430
| New | +$203K | 0.02% | 561 |
|