Cerity Partners’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 | $13.4M | Buy |
569,694
+72,619
| +15% | +$1.71M | 0.02% | 443 |
|
2025
Q1 | $10.8M | Sell |
497,075
-13,590
| -3% | -$295K | 0.02% | 466 |
|
2024
Q4 | $12M | Buy |
510,665
+27,633
| +6% | +$649K | 0.03% | 436 |
|
2024
Q3 | $11.3M | Buy |
483,032
+42,520
| +10% | +$992K | 0.03% | 454 |
|
2024
Q2 | $8.83M | Sell |
440,512
-17,904
| -4% | -$359K | 0.02% | 450 |
|
2024
Q1 | $9.65M | Buy |
458,416
+124,194
| +37% | +$2.61M | 0.03% | 471 |
|
2023
Q4 | $6.48M | Buy |
334,222
+11,777
| +4% | +$228K | 0.02% | 467 |
|
2023
Q3 | $5.55M | Sell |
322,445
-2,567
| -0.8% | -$44.2K | 0.03% | 394 |
|
2023
Q2 | $5.79M | Buy |
325,012
+302,415
| +1,338% | +$5.39M | 0.02% | 462 |
|
2023
Q1 | $1.82M | Buy |
22,597
+3,281
| +17% | +$264K | ﹤0.01% | 753 |
|
2022
Q4 | $417K | Buy |
19,316
+3,513
| +22% | +$75.8K | ﹤0.01% | 1021 |
|
2022
Q3 | $317K | Buy |
15,803
+2,326
| +17% | +$46.7K | ﹤0.01% | 865 |
|
2022
Q2 | $253K | Buy |
13,477
+3,819
| +40% | +$71.7K | ﹤0.01% | 977 |
|
2022
Q1 | $216K | Sell |
9,658
-8,675
| -47% | -$194K | ﹤0.01% | 843 |
|
2021
Q4 | $399K | Sell |
18,333
-818
| -4% | -$17.8K | 0.01% | 670 |
|
2021
Q3 | $408K | Buy |
19,151
+1,623
| +9% | +$34.6K | 0.01% | 503 |
|
2021
Q2 | $354K | Sell |
17,528
-3,451
| -16% | -$69.7K | 0.01% | 538 |
|
2021
Q1 | $433K | Sell |
20,979
-15,671
| -43% | -$323K | 0.01% | 480 |
|
2020
Q4 | $591K | Buy |
36,650
+7,581
| +26% | +$122K | 0.02% | 379 |
|
2020
Q3 | $335K | Buy |
+29,069
| New | +$335K | 0.01% | 383 |
|