Cary Street Partners 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,705
| Closed | -$29.3K | – | 1549 |
|
2023
Q3 | $29.3K | Buy |
1,705
+70
| +4% | +$1.2K | ﹤0.01% | 1004 |
|
2023
Q2 | $29.1K | Hold |
1,635
| – | – | ﹤0.01% | 948 |
|
2023
Q1 | $30.3K | Sell |
1,635
-3,537
| -68% | -$65.6K | ﹤0.01% | 859 |
|
2022
Q4 | $111K | Buy |
+5,172
| New | +$111K | 0.01% | 563 |
|
2020
Q4 | – | Sell |
-4,922
| Closed | -$57K | – | 744 |
|
2020
Q3 | $57K | Buy |
+4,922
| New | +$57K | 0.01% | 472 |
|