Capital Investment Advisory Services’s Regions Financial RF Stock Holding History

Capital Investment Advisory Services’s Portfolio RF Stock Details RF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-27,353	Closed	-$530K	–	1007
2023 Q4	$530K	Sell	27,353 -265	-1%	-$4.4K	0.05%	278
2023 Q3	$475K	Hold	27,618	–	–	0.05%	286
2023 Q2	$492K	Hold	27,618	–	–	0.05%	273
2023 Q1	$513K	Hold	27,618	–	–	0.06%	257
2022 Q4	$595K	Hold	27,618	–	–	0.07%	235
2022 Q3	$554K	Sell	27,618 -875	-3%	-$18.5K	0.07%	233
2022 Q2	$534K	Sell	28,493 -3,125	-10%	-$64.5K	0.06%	249
2022 Q1	$704K	Hold	31,618	–	–	0.08%	220
2021 Q4	$689K	Buy	+31,618	New	+$723K	0.08%	222
2019 Q4	–	Sell	-1,103	Closed	-$17K	–	1092
2019 Q3	$17K	Hold	1,103	–	–	﹤0.01%	855
2019 Q2	$17K	Sell	1,103 -400	-27%	-$5.91K	0.01%	826
2019 Q1	$21K	Buy	1,503 +170	+13%	+$2.6K	0.01%	672
2018 Q4	$18K	Buy	+1,333	New	+$21.4K	0.01%	662

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Investment Advisory Services's RF Position: Q1 2024 in Review

Capital Investment Advisory Services sold out of Regions Financial (RF) in Q1 2024, closing a stake of 27,353 shares — an estimated $530K sold.

Capital Investment Advisory Services first reported a position in RF in Q4 2018 and held it in 13 quarters. The position peaked at $704K in Q1 2022. 795 funds tracked by Wall St. Rank hold RF as of Q1 2024.

Capital Investment Advisory Services reported no remaining Regions Financial position as of Q1 2024 after selling out during the quarter.
Capital Investment Advisory Services sold 27,353 Regions Financial shares in Q1 2024, an estimated $530K.
Capital Investment Advisory Services first reported a position in Regions Financial in Q4 2018 and held it in 13 quarters.
Capital Investment Advisory Services's Regions Financial position peaked at $704K in Q1 2022.
795 funds tracked by Wall St. Rank held Regions Financial as of Q1 2024.

Based on Capital Investment Advisory Services's 13F filing for Q1 2024, filed 25 Apr 2024.