Creative Planning’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.02M | Buy |
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|
2025
Q1 | $4.88M | Buy |
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|
2024
Q4 | $4.81M | Buy |
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|
2024
Q3 | $4.46M | Sell |
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|
2024
Q2 | $3.99M | Buy |
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|
2024
Q1 | $3.01M | Buy |
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|
2023
Q4 | $2.65M | Buy |
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|
2023
Q3 | $2.33M | Sell |
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|
2023
Q2 | $2.7M | Sell |
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|
2023
Q1 | $2.86M | Buy |
|
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|
2022
Q4 | $2.77M | Buy |
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|
2022
Q3 | $2.46M | Buy |
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|
2022
Q2 | $2.21M | Buy |
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|
2022
Q1 | $2.37M | Buy |
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|
2021
Q4 | $2.25M | Sell |
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|
2021
Q3 | $2.25M | Buy |
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|
2021
Q2 | $1.94M | Buy |
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|
2021
Q1 | $1.84M | Buy |
|
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|
2020
Q4 | $1.36M | Sell |
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|
2020
Q3 | $1.05M | Buy |
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|
2020
Q2 | $982K | Buy |
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|
2020
Q1 | $724K | Sell |
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|
2019
Q4 | $1.48M | Sell |
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|
2019
Q3 | $2.72M | Buy |
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|
2019
Q2 | $860K | Sell |
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|
2019
Q1 | $1.17M | Sell |
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|
2018
Q4 | $1.17M | Sell |
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|
2018
Q3 | $2.55M | Buy |
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|
2018
Q2 | $584K | Buy |
|
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|
2018
Q1 | $588K | Sell |
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|
2017
Q4 | $1.35M | Buy |
|
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|
2017
Q3 | $714K | Sell |
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|
2017
Q2 | $698K | Sell |
|
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|
2017
Q1 | $707K | Sell |
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|
2016
Q4 | $746K | Sell |
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|
2016
Q3 | $804K | Buy |
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|
2016
Q2 | $649K | Sell |
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|
2016
Q1 | $603K | Sell |
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|
2015
Q4 | $863K | Sell |
|
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|
2015
Q3 | $1.08M | Buy |
|
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|
2015
Q2 | $998K | Buy |
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|
2015
Q1 | $486K | Sell |
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|
2014
Q4 | $644K | Buy |
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|
2014
Q3 | $579K | Sell |
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|
2014
Q2 | $628K | Buy |
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|
2014
Q1 | $441K | Buy |
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|
2013
Q4 | $257K | Buy |
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|
2013
Q3 | $138K | Sell |
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|
2013
Q2 | $150K | Buy |
|