Cape Investment Advisory’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 | $278K | Hold |
11,825
| – | – | 0.1% | 153 |
|
|
2025
Q1 | $257K | Hold |
11,825
| – | – | 0.1% | 154 |
|
|
2024
Q4 | $278K | Hold |
11,825
| – | – | 0.11% | 141 |
|
|
2024
Q3 | $276K | Hold |
11,825
| – | – | 0.11% | 131 |
|
|
2024
Q2 | $237K | Hold |
11,825
| – | – | 0.11% | 133 |
|
|
2024
Q1 | $249K | Hold |
11,825
| – | – | 0.12% | 129 |
|
|
2023
Q4 | $229K | Hold |
11,825
| – | – | 0.11% | 131 |
|
|
2023
Q3 | $203K | Buy |
11,825
+500
| +4% | +$8.6K | 0.12% | 132 |
|
|
2023
Q2 | $202K | Buy |
11,325
+2,925
| +35% | +$52.1K | 0.11% | 133 |
|
|
2023
Q1 | $156K | Buy |
+8,400
| New | +$156K | 0.1% | 146 |
|