Berman Capital Advisors’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $454K | Sell |
21,358
-1,535
| -7% | -$32.6K | 0.07% | 144 |
|
|
2021
Q2 | $461K | Sell |
22,893
-2,918
| -11% | -$58.8K | 0.07% | 126 |
|
|
2021
Q1 | $533K | Buy |
25,811
+35
| +0.1% | +$723 | 0.11% | 96 |
|
|
2020
Q4 | $414K | Sell |
25,776
-952
| -4% | -$15.3K | 0.1% | 99 |
|
|
2020
Q3 | $307K | Buy |
26,728
+1,290
| +5% | +$14.8K | 0.09% | 99 |
|
|
2020
Q2 | $281K | Sell |
25,438
-4,352
| -15% | -$48.1K | 0.07% | 100 |
|
|
2020
Q1 | $266K | Buy |
29,790
+5,714
| +24% | +$51K | 0.09% | 96 |
|
|
2019
Q4 | $411K | Buy |
24,076
+692
| +3% | +$11.8K | 0.12% | 80 |
|
|
2019
Q3 | $368K | Buy |
23,384
+40
| +0.2% | +$629 | 0.11% | 85 |
|
|
2019
Q2 | $349K | Buy |
23,344
+1,424
| +6% | +$21.3K | 0.11% | 87 |
|
|
2019
Q1 | $308K | Buy |
21,920
+11,170
| +104% | +$157K | 0.1% | 90 |
|
|
2018
Q4 | $142K | Buy |
+10,750
| New | +$142K | 0.06% | 134 |
|
|
2018
Q3 | – | Sell |
-11,236
| Closed | -$194K | – | 121 |
|
|
2018
Q2 | $194K | Buy |
+11,236
| New | +$194K | 0.07% | 114 |
|