Belpointe Asset Management’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,944
| Closed | -$240K | – | 2732 |
|
|
2023
Q1 | $240K | Buy |
12,944
+5,524
| +74% | +$103K | 0.01% | 851 |
|
|
2022
Q4 | $160K | Buy |
7,420
+2,066
| +39% | +$44.5K | 0.01% | 991 |
|
|
2022
Q3 | $108K | Buy |
+5,354
| New | +$108K | 0.01% | 1123 |
|
|
2022
Q1 | – | Sell |
-34,561
| Closed | -$753K | – | 1293 |
|
|
2021
Q4 | $753K | Buy |
+34,561
| New | +$753K | 0.05% | 403 |
|
|
2021
Q3 | – | Sell |
-24,864
| Closed | -$502K | – | 1234 |
|
|
2021
Q2 | $502K | Buy |
+24,864
| New | +$502K | 0.04% | 499 |
|
|
2019
Q2 | – | Sell |
-28,239
| Closed | -$399K | – | 639 |
|
|
2019
Q1 | $399K | Buy |
+28,239
| New | +$399K | 0.08% | 200 |
|