Bison Wealth’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,743
| Closed | -$274K | – | 399 |
|
|
2024
Q3 | $274K | Sell |
11,743
-1,478
| -11% | -$34.5K | 0.04% | 337 |
|
|
2024
Q2 | $278K | Hold |
13,221
| – | – | 0.05% | 345 |
|
|
2024
Q1 | $278K | Buy |
13,221
+31
| +0.2% | +$652 | 0.05% | 345 |
|
|
2023
Q4 | $256K | Sell |
13,190
-270
| -2% | -$5.23K | 0.05% | 343 |
|
|
2023
Q3 | $232K | Sell |
13,460
-1,620
| -11% | -$27.9K | 0.04% | 346 |
|
|
2023
Q2 | $269K | Buy |
15,080
+836
| +6% | +$14.9K | 0.05% | 310 |
|
|
2023
Q1 | $221K | Sell |
14,244
-18,895
| -57% | -$293K | 0.07% | 234 |
|
|
2022
Q4 | $769K | Buy |
33,139
+1,109
| +3% | +$25.7K | 0.25% | 126 |
|
|
2022
Q3 | $642K | Buy |
+32,030
| New | +$642K | 0.25% | 117 |
|
|
2018
Q2 | – | Sell |
-25,096
| Closed | -$466K | – | 217 |
|
|
2018
Q1 | $466K | Sell |
25,096
-1,906
| -7% | -$35.4K | 0.36% | 80 |
|
|
2017
Q4 | $467K | Buy |
27,002
+528
| +2% | +$9.13K | 0.34% | 81 |
|
|
2017
Q3 | $403K | Buy |
26,474
+10,372
| +64% | +$158K | 0.32% | 88 |
|
|
2017
Q2 | $236K | Buy |
+16,102
| New | +$236K | 0.2% | 145 |
|
|
2017
Q1 | – | Sell |
-10,657
| Closed | -$153K | – | 186 |
|
|
2016
Q4 | $153K | Buy |
+10,657
| New | +$153K | 0.13% | 175 |
|
|
2016
Q2 | – | Sell |
-16,252
| Closed | -$128K | – | 202 |
|
|
2016
Q1 | $128K | Buy |
+16,252
| New | +$128K | 0.08% | 177 |
|