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 |
|