BWA
BDO Wealth Advisors’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.28K | Hold |
184
| – | – | ﹤0.01% | 814 |
|
|
2023
Q1 | $3.42K | Hold |
184
| – | – | ﹤0.01% | 847 |
|
|
2022
Q4 | $3.97K | Sell |
184
-911
| -83% | -$19.6K | ﹤0.01% | 795 |
|
|
2022
Q3 | $22K | Buy |
1,095
+911
| +495% | +$18.3K | ﹤0.01% | 552 |
|
|
2022
Q2 | $3K | Hold |
184
| – | – | ﹤0.01% | 861 |
|
|
2022
Q1 | $4K | Hold |
184
| – | – | ﹤0.01% | 863 |
|
|
2021
Q4 | $4K | Buy |
184
+70
| +61% | +$1.52K | ﹤0.01% | 876 |
|
|
2021
Q3 | $2K | Hold |
114
| – | – | ﹤0.01% | 956 |
|
|
2021
Q2 | $2K | Hold |
114
| – | – | ﹤0.01% | 1003 |
|
|
2021
Q1 | $2K | Hold |
114
| – | – | ﹤0.01% | 1008 |
|
|
2020
Q4 | $2K | Hold |
114
| – | – | ﹤0.01% | 787 |
|
|
2020
Q3 | $1K | Hold |
114
| – | – | ﹤0.01% | 811 |
|
|
2020
Q2 | $1K | Hold |
114
| – | – | ﹤0.01% | 664 |
|
|
2020
Q1 | $1K | Hold |
114
| – | – | ﹤0.01% | 716 |
|
|
2019
Q4 | $2K | Hold |
114
| – | – | ﹤0.01% | 555 |
|
|
2019
Q3 | $2K | Hold |
114
| – | – | ﹤0.01% | 593 |
|
|
2019
Q2 | $2K | Sell |
114
-212
| -65% | -$3.72K | ﹤0.01% | 582 |
|
|
2019
Q1 | $5K | Sell |
326
-4,500
| -93% | -$69K | ﹤0.01% | 475 |
|
|
2018
Q4 | $65K | Hold |
4,826
| – | – | 0.02% | 239 |
|
|
2018
Q3 | $89K | Sell |
4,826
-35
| -0.7% | -$645 | 0.03% | 227 |
|
|
2018
Q2 | $86K | Buy |
4,861
+4,614
| +1,868% | +$81.6K | 0.03% | 230 |
|
|
2018
Q1 | $5K | Hold |
247
| – | – | ﹤0.01% | 445 |
|
|
2017
Q4 | $4K | Buy |
247
+35
| +17% | +$567 | ﹤0.01% | 391 |
|
|
2017
Q3 | $3K | Hold |
212
| – | – | ﹤0.01% | 380 |
|
|
2017
Q2 | $3K | Buy |
+212
| New | +$3K | ﹤0.01% | 478 |
|