BerganKDV Wealth 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 | $11.7K | Hold |
657
| – | – | ﹤0.01% | 542 |
|
|
2023
Q1 | $12.2K | Hold |
657
| – | – | ﹤0.01% | 575 |
|
|
2022
Q4 | $14.2K | Hold |
657
| – | – | ﹤0.01% | 532 |
|
|
2022
Q3 | $13K | Hold |
657
| – | – | ﹤0.01% | 542 |
|
|
2022
Q2 | $12K | Hold |
657
| – | – | ﹤0.01% | 563 |
|
|
2022
Q1 | $15K | Hold |
657
| – | – | ﹤0.01% | 552 |
|
|
2021
Q4 | $14K | Sell |
657
-75
| -10% | -$1.6K | ﹤0.01% | 604 |
|
|
2021
Q3 | $16K | Buy |
732
+75
| +11% | +$1.64K | ﹤0.01% | 564 |
|
|
2021
Q2 | $13K | Hold |
657
| – | – | ﹤0.01% | 569 |
|
|
2021
Q1 | $14K | Hold |
657
| – | – | ﹤0.01% | 532 |
|
|
2020
Q4 | $11K | Hold |
657
| – | – | ﹤0.01% | 561 |
|
|
2020
Q3 | $8K | Hold |
657
| – | – | ﹤0.01% | 534 |
|
|
2020
Q2 | $7K | Sell |
657
-53
| -7% | -$565 | ﹤0.01% | 589 |
|
|
2020
Q1 | $6K | Hold |
710
| – | – | ﹤0.01% | 563 |
|
|
2019
Q4 | $12K | Buy |
710
+57
| +9% | +$963 | ﹤0.01% | 512 |
|
|
2019
Q3 | $10K | Hold |
653
| – | – | ﹤0.01% | 504 |
|
|
2019
Q2 | $10K | Hold |
653
| – | – | ﹤0.01% | 520 |
|
|
2019
Q1 | $9K | Hold |
653
| – | – | ﹤0.01% | 543 |
|
|
2018
Q4 | $9K | Buy |
653
+53
| +9% | +$730 | ﹤0.01% | 500 |
|
|
2018
Q3 | $11K | Hold |
600
| – | – | ﹤0.01% | 481 |
|
|
2018
Q2 | $11K | Buy |
+600
| New | +$11K | ﹤0.01% | 490 |
|