Concurrent Investment 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 | $2.83M | Sell |
120,480
-18,932
| -14% | -$445K | 0.05% | 344 |
|
|
2025
Q1 | $3.03M | Buy |
139,412
+109,884
| +372% | +$2.39M | 0.07% | 275 |
|
|
2024
Q4 | $694K | Buy |
29,528
+13,513
| +84% | +$318K | 0.02% | 575 |
|
|
2024
Q3 | $374K | Sell |
16,015
-70,700
| -82% | -$1.65M | 0.01% | 697 |
|
|
2024
Q2 | $1.74M | Buy |
86,715
+1,148
| +1% | +$23K | 0.06% | 306 |
|
|
2024
Q1 | $1.8M | Buy |
85,567
+311
| +0.4% | +$6.54K | 0.07% | 259 |
|
|
2023
Q4 | $1.65M | Buy |
+85,256
| New | +$1.65M | 0.08% | 258 |
|