Buckingham Strategic 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
Q2 | $353K | Buy |
17,626
+3,174
| +22% | +$63.6K | ﹤0.01% | 556 |
|
|
2024
Q1 | $304K | Buy |
14,452
+1,620
| +13% | +$34.1K | ﹤0.01% | 586 |
|
|
2023
Q4 | $249K | Buy |
12,832
+912
| +8% | +$17.7K | ﹤0.01% | 625 |
|
|
2023
Q3 | $205K | Sell |
11,920
-313
| -3% | -$5.38K | ﹤0.01% | 628 |
|
|
2023
Q2 | $218K | Sell |
12,233
-976
| -7% | -$17.4K | ﹤0.01% | 615 |
|
|
2023
Q1 | $285K | Hold |
13,209
| – | – | 0.01% | 492 |
|
|
2022
Q4 | $285K | Sell |
13,209
-1,762
| -12% | -$38K | 0.01% | 494 |
|
|
2022
Q3 | $300K | Buy |
14,971
+1,460
| +11% | +$29.3K | 0.01% | 469 |
|
|
2022
Q2 | $253K | Sell |
13,511
-6,010
| -31% | -$113K | 0.01% | 502 |
|
|
2022
Q1 | $435K | Sell |
19,521
-2,274
| -10% | -$50.7K | 0.01% | 393 |
|
|
2021
Q4 | $475K | Buy |
21,795
+69
| +0.3% | +$1.5K | 0.01% | 378 |
|
|
2021
Q3 | $463K | Sell |
21,726
-41
| -0.2% | -$874 | 0.01% | 373 |
|
|
2021
Q2 | $439K | Buy |
21,767
+7,471
| +52% | +$151K | 0.01% | 391 |
|
|
2021
Q1 | $295K | Sell |
14,296
-1,992
| -12% | -$41.1K | 0.01% | 438 |
|
|
2020
Q4 | $263K | Buy |
+16,288
| New | +$263K | 0.01% | 445 |
|
|
2018
Q4 | – | Sell |
-13,645
| Closed | -$250K | – | 378 |
|
|
2018
Q3 | $250K | Buy |
13,645
+1
| +0% | +$18 | 0.04% | 303 |
|
|
2018
Q2 | $243K | Buy |
13,644
+37
| +0.3% | +$659 | 0.04% | 302 |
|
|
2018
Q1 | $253K | Buy |
13,607
+2,433
| +22% | +$45.2K | 0.05% | 262 |
|
|
2017
Q4 | $193K | Buy |
+11,174
| New | +$193K | 0.04% | 305 |
|
|
2013
Q3 | – | Sell |
-41,244
| Closed | -$393K | – | 142 |
|
|
2013
Q2 | $393K | Buy |
+41,244
| New | +$393K | 0.22% | 75 |
|