Concord Wealth Partners’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18
| Closed | -$368 | – | 1012 |
|
|
2024
Q2 | $368 | Sell |
18
-340
| -95% | -$6.95K | ﹤0.01% | 774 |
|
|
2024
Q1 | $7.53K | Sell |
358
-793
| -69% | -$16.7K | ﹤0.01% | 600 |
|
|
2023
Q4 | $22.3K | Sell |
1,151
-82
| -7% | -$1.59K | ﹤0.01% | 464 |
|
|
2023
Q3 | $21.2K | Buy |
1,233
+64
| +5% | +$1.1K | ﹤0.01% | 502 |
|
|
2023
Q2 | $20.8K | Buy |
1,169
+132
| +13% | +$2.35K | ﹤0.01% | 500 |
|
|
2023
Q1 | $19.3K | Sell |
1,037
-3,485
| -77% | -$64.7K | 0.01% | 499 |
|
|
2022
Q4 | $97.5K | Buy |
+4,522
| New | +$97.5K | 0.03% | 258 |
|
|
2022
Q3 | – | Sell |
-5,346
| Closed | -$100K | – | 911 |
|
|
2022
Q2 | $100K | Buy |
5,346
+20
| +0.4% | +$374 | 0.03% | 264 |
|
|
2022
Q1 | $119K | Sell |
5,326
-411
| -7% | -$9.18K | 0.03% | 270 |
|
|
2021
Q4 | $125K | Buy |
5,737
+4,195
| +272% | +$91.4K | 0.03% | 278 |
|
|
2021
Q3 | $33K | Sell |
1,542
-3,388
| -69% | -$72.5K | 0.01% | 289 |
|
|
2021
Q2 | $99K | Buy |
4,930
+3,603
| +272% | +$72.4K | 0.03% | 241 |
|
|
2021
Q1 | $27K | Buy |
1,327
+1,246
| +1,538% | +$25.4K | 0.01% | 428 |
|
|
2020
Q4 | $1K | Buy |
+81
| New | +$1K | ﹤0.01% | 652 |
|