Bogart Wealth LLC’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $311K | Buy |
13,243
+3
| +0% | +$71 | 0.01% | 191 |
|
2025
Q1 | $288K | Buy |
13,240
+22
| +0.2% | +$478 | 0.01% | 198 |
|
2024
Q4 | $311K | Hold |
13,218
| – | – | 0.01% | 185 |
|
2024
Q3 | $308K | Hold |
13,218
| – | – | 0.01% | 184 |
|
2024
Q2 | $265K | Hold |
13,218
| – | – | 0.01% | 188 |
|
2024
Q1 | $278K | Hold |
13,218
| – | – | 0.01% | 181 |
|
2023
Q4 | $256K | Hold |
13,218
| – | – | 0.01% | 187 |
|
2023
Q3 | $227K | Buy |
+13,218
| New | +$227K | 0.01% | 185 |
|
2021
Q4 | – | Sell |
-134
| Closed | -$3K | – | 819 |
|
2021
Q3 | $3K | Buy |
+134
| New | +$3K | ﹤0.01% | 598 |
|