Capital Advisors Ltd’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 | $7K | Buy |
288
+121
| +72% | +$2.94K | ﹤0.01% | 872 |
|
2025
Q1 | $4K | Hold |
167
| – | – | ﹤0.01% | 958 |
|
2024
Q4 | $4K | Hold |
167
| – | – | ﹤0.01% | 975 |
|
2024
Q3 | $4K | Hold |
167
| – | – | ﹤0.01% | 967 |
|
2024
Q2 | $3K | Sell |
167
-20
| -11% | -$359 | ﹤0.01% | 1008 |
|
2024
Q1 | $4K | Buy |
187
+32
| +21% | +$684 | ﹤0.01% | 931 |
|
2023
Q4 | $3K | Buy |
155
+127
| +454% | +$2.46K | ﹤0.01% | 960 |
|
2023
Q3 | $0 | Buy |
28
+9
| +47% | – | ﹤0.01% | 1447 |
|
2023
Q2 | $0 | Buy |
+19
| New | – | ﹤0.01% | 1503 |
|
2023
Q1 | – | Sell |
-29
| Closed | -$1K | – | 1494 |
|
2022
Q4 | $1K | Sell |
29
-83
| -74% | -$2.86K | ﹤0.01% | 1070 |
|
2022
Q3 | $2K | Buy |
+112
| New | +$2K | ﹤0.01% | 894 |
|
2022
Q2 | – | Sell |
-33
| Closed | -$1K | – | 1269 |
|
2022
Q1 | $1K | Buy |
33
+12
| +57% | +$364 | ﹤0.01% | 786 |
|
2021
Q4 | $0 | Buy |
+21
| New | – | ﹤0.01% | 915 |
|
2020
Q2 | – | Sell |
-379
| Closed | -$3K | – | 474 |
|
2020
Q1 | $3K | Buy |
+379
| New | +$3K | ﹤0.01% | 431 |
|