B. Riley Wealth Advisors’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 | $413K | Buy |
+17,580
| New | +$413K | 0.02% | 588 |
|
|
2024
Q4 | $480K | Buy |
20,210
+2,977
| +17% | +$70.7K | 0.02% | 709 |
|
|
2024
Q3 | $403K | Buy |
17,233
+584
| +4% | +$13.6K | 0.01% | 829 |
|
|
2024
Q2 | $338K | Buy |
16,649
+408
| +3% | +$8.27K | 0.01% | 974 |
|
|
2024
Q1 | $283K | Sell |
16,241
-1,401
| -8% | -$24.4K | 0.01% | 1066 |
|
|
2023
Q4 | $346K | Buy |
17,642
+1,401
| +9% | +$27.5K | 0.01% | 987 |
|
|
2023
Q3 | $283K | Sell |
16,241
-2,952
| -15% | -$51.5K | 0.01% | 1066 |
|
|
2023
Q2 | $346K | Sell |
19,193
-703
| -4% | -$12.7K | 0.01% | 1043 |
|
|
2023
Q1 | $373K | Buy |
19,896
+4,975
| +33% | +$93.3K | 0.01% | 946 |
|
|
2022
Q4 | $324K | Buy |
14,921
+1,293
| +9% | +$28.1K | 0.01% | 1005 |
|
|
2022
Q3 | $274K | Buy |
+13,628
| New | +$274K | 0.01% | 1058 |
|
|
2022
Q2 | – | Sell |
-10,779
| Closed | -$240K | – | 1360 |
|
|
2022
Q1 | $240K | Buy |
+10,779
| New | +$240K | 0.01% | 1129 |
|
|
2021
Q2 | – | Sell |
-11,800
| Closed | -$237K | – | 1443 |
|
|
2021
Q1 | $237K | Buy |
11,800
+888
| +8% | +$17.8K | 0.01% | 1108 |
|
|
2020
Q4 | $176K | Buy |
+10,912
| New | +$176K | 0.01% | 944 |
|
|
2020
Q3 | – | Sell |
-10,308
| Closed | -$115K | – | 974 |
|
|
2020
Q2 | $115K | Buy |
+10,308
| New | +$115K | 0.01% | 808 |
|
|
2014
Q3 | – | Sell |
-2,237
| Closed | -$23.8K | – | 1612 |
|
|
2014
Q2 | $23.8K | Buy |
+2,237
| New | +$23.8K | 0.01% | 1394 |
|