Clearstead Advisors’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 | $572K | Buy |
24,320
+9,868
| +68% | +$232K | 0.01% | 576 |
|
|
2025
Q1 | $314K | Buy |
14,452
+150
| +1% | +$3.26K | ﹤0.01% | 694 |
|
|
2024
Q4 | $336K | Sell |
14,302
-118
| -0.8% | -$2.78K | 0.01% | 680 |
|
|
2024
Q3 | $336K | Buy |
14,420
+4
| +0% | +$93 | 0.01% | 680 |
|
|
2024
Q2 | $289K | Buy |
14,416
+118
| +0.8% | +$2.37K | ﹤0.01% | 699 |
|
|
2024
Q1 | $285K | Sell |
14,298
-68
| -0.5% | -$1.36K | 0.01% | 411 |
|
|
2023
Q4 | $278K | Sell |
14,366
-15,254
| -51% | -$296K | 0.01% | 413 |
|
|
2023
Q3 | $509K | Buy |
29,620
+15,322
| +107% | +$264K | 0.01% | 405 |
|
|
2023
Q2 | $255K | Sell |
14,298
-672
| -4% | -$12K | 0.02% | 400 |
|
|
2023
Q1 | $278K | Buy |
14,970
+436
| +3% | +$8.09K | 0.02% | 350 |
|
|
2022
Q4 | $313K | Sell |
14,534
-1,766
| -11% | -$38.1K | 0.02% | 324 |
|
|
2022
Q3 | $327K | Buy |
16,300
+718
| +5% | +$14.4K | 0.03% | 292 |
|
|
2022
Q2 | $292K | Sell |
15,582
-899
| -5% | -$16.8K | 0.02% | 323 |
|
|
2022
Q1 | $367K | Sell |
16,481
-75
| -0.5% | -$1.67K | 0.02% | 307 |
|
|
2021
Q4 | $361K | Sell |
16,556
-284
| -2% | -$6.19K | 0.02% | 296 |
|
|
2021
Q3 | $359K | Buy |
16,840
+10,074
| +149% | +$215K | 0.03% | 280 |
|
|
2021
Q2 | $137K | Buy |
6,766
+1,045
| +18% | +$21.2K | 0.01% | 402 |
|
|
2021
Q1 | $118K | Buy |
5,721
+969
| +20% | +$20K | 0.01% | 411 |
|
|
2020
Q4 | $77K | Buy |
4,752
+902
| +23% | +$14.6K | 0.01% | 457 |
|
|
2020
Q3 | $44K | Hold |
3,850
| – | – | ﹤0.01% | 490 |
|
|
2020
Q2 | $43K | Buy |
+3,850
| New | +$43K | 0.01% | 448 |
|
|
2017
Q3 | – | Sell |
-11,460
| Closed | -$168K | – | 255 |
|
|
2017
Q2 | $168K | Buy |
11,460
+73
| +0.6% | +$1.07K | 0.02% | 230 |
|
|
2017
Q1 | $165K | Buy |
+11,387
| New | +$165K | 0.02% | 216 |
|