Chase Investment Counsel’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 | $297K | Sell |
12,670
-768
| -6% | -$18K | 0.1% | 119 |
|
2025
Q1 | $292K | Sell |
13,438
-63
| -0.5% | -$1.37K | 0.11% | 110 |
|
2024
Q4 | $317K | Sell |
13,501
-50
| -0.4% | -$1.17K | 0.1% | 120 |
|
2024
Q3 | $316K | Buy |
13,551
+733
| +6% | +$17.1K | 0.11% | 114 |
|
2024
Q2 | $256K | Buy |
+12,818
| New | +$256K | 0.09% | 118 |
|
2023
Q4 | – | Sell |
-10,077
| Closed | -$173K | – | 133 |
|
2023
Q3 | $173K | Buy |
+10,077
| New | +$173K | 0.09% | 111 |
|