Clear Creek Financial Management’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 |
-11,093
| Closed | -$191K | – | 369 |
|
2023
Q3 | $191K | Sell |
11,093
-712
| -6% | -$12.2K | 0.03% | 301 |
|
2023
Q2 | $210K | Sell |
11,805
-3,203
| -21% | -$57.1K | 0.04% | 296 |
|
2023
Q1 | $279K | Buy |
15,008
+246
| +2% | +$4.57K | 0.05% | 234 |
|
2022
Q4 | $318K | Sell |
14,762
-2,334
| -14% | -$50.3K | 0.07% | 201 |
|
2022
Q3 | $343K | Buy |
17,096
+1,594
| +10% | +$32K | 0.08% | 179 |
|
2022
Q2 | $291K | Buy |
15,502
+1,840
| +13% | +$34.5K | 0.06% | 219 |
|
2022
Q1 | $304K | Buy |
+13,662
| New | +$304K | 0.05% | 246 |
|