Burney Company’s Regions Financial RF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-12,701
Closed -$218K 597
2023
Q3
$218K Sell
12,701
-2,184
-15% -$37.6K 0.01% 531
2023
Q2
$265K Sell
14,885
-76,293
-84% -$1.36M 0.01% 506
2023
Q1
$1.69M Buy
91,178
+4,389
+5% +$81.5K 0.08% 244
2022
Q4
$1.87M Buy
+86,789
New +$1.87M 0.09% 211
2022
Q2
Sell
-14,867
Closed -$331K 572
2022
Q1
$331K Sell
14,867
-42,303
-74% -$942K 0.02% 474
2021
Q4
$1.25M Buy
57,170
+43,334
+313% +$944K 0.05% 294
2021
Q3
$295K Hold
13,836
0.01% 484
2021
Q2
$279K Sell
13,836
-50,684
-79% -$1.02M 0.01% 511
2021
Q1
$1.33M Buy
64,520
+50,684
+366% +$1.05M 0.07% 279
2020
Q4
$223K Hold
13,836
0.01% 490
2020
Q3
$160K Sell
13,836
-2,601
-16% -$30.1K 0.01% 487
2020
Q2
$183K Hold
16,437
0.01% 467
2020
Q1
$147K Buy
+16,437
New +$147K 0.01% 411