Creative Planning’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 | $6.02M | Buy |
256,083
+31,496
| +14% | +$741K | 0.01% | 699 |
|
|
2025
Q1 | $4.88M | Buy |
224,587
+20,041
| +10% | +$435K | ﹤0.01% | 716 |
|
|
2024
Q4 | $4.81M | Buy |
204,546
+13,416
| +7% | +$316K | ﹤0.01% | 677 |
|
|
2024
Q3 | $4.46M | Sell |
191,130
-7,762
| -4% | -$181K | ﹤0.01% | 676 |
|
|
2024
Q2 | $3.99M | Buy |
198,892
+55,624
| +39% | +$1.11M | ﹤0.01% | 704 |
|
|
2024
Q1 | $3.01M | Buy |
143,268
+6,744
| +5% | +$142K | ﹤0.01% | 798 |
|
|
2023
Q4 | $2.65M | Buy |
136,524
+1,016
| +0.7% | +$19.7K | ﹤0.01% | 792 |
|
|
2023
Q3 | $2.33M | Sell |
135,508
-16,134
| -11% | -$278K | ﹤0.01% | 794 |
|
|
2023
Q2 | $2.7M | Sell |
151,642
-2,566
| -2% | -$45.7K | ﹤0.01% | 703 |
|
|
2023
Q1 | $2.86M | Buy |
154,208
+25,946
| +20% | +$482K | ﹤0.01% | 653 |
|
|
2022
Q4 | $2.77M | Buy |
128,262
+5,722
| +5% | +$123K | ﹤0.01% | 642 |
|
|
2022
Q3 | $2.46M | Buy |
122,540
+4,945
| +4% | +$99.2K | ﹤0.01% | 625 |
|
|
2022
Q2 | $2.21M | Buy |
117,595
+11,293
| +11% | +$212K | ﹤0.01% | 686 |
|
|
2022
Q1 | $2.37M | Buy |
106,302
+2,853
| +3% | +$63.5K | ﹤0.01% | 665 |
|
|
2021
Q4 | $2.26M | Sell |
103,449
-2,135
| -2% | -$46.5K | ﹤0.01% | 652 |
|
|
2021
Q3 | $2.25M | Buy |
105,584
+9,319
| +10% | +$199K | ﹤0.01% | 652 |
|
|
2021
Q2 | $1.94M | Buy |
96,265
+7,408
| +8% | +$150K | ﹤0.01% | 694 |
|
|
2021
Q1 | $1.84M | Buy |
88,857
+4,247
| +5% | +$87.8K | ﹤0.01% | 758 |
|
|
2020
Q4 | $1.36M | Sell |
84,610
-6,521
| -7% | -$105K | ﹤0.01% | 809 |
|
|
2020
Q3 | $1.05M | Buy |
91,131
+2,828
| +3% | +$32.6K | ﹤0.01% | 771 |
|
|
2020
Q2 | $982K | Buy |
88,303
+7,563
| +9% | +$84.1K | ﹤0.01% | 737 |
|
|
2020
Q1 | $724K | Sell |
80,740
-5,669
| -7% | -$50.8K | ﹤0.01% | 774 |
|
|
2019
Q4 | $1.48M | Sell |
86,409
-85,438
| -50% | -$1.47M | ﹤0.01% | 624 |
|
|
2019
Q3 | $2.72M | Buy |
171,847
+114,292
| +199% | +$1.81M | 0.01% | 409 |
|
|
2019
Q2 | $860K | Sell |
57,555
-25,254
| -30% | -$377K | ﹤0.01% | 817 |
|
|
2019
Q1 | $1.17M | Sell |
82,809
-4,914
| -6% | -$69.5K | ﹤0.01% | 666 |
|
|
2018
Q4 | $1.17M | Sell |
87,723
-51,290
| -37% | -$686K | ﹤0.01% | 607 |
|
|
2018
Q3 | $2.55M | Buy |
139,013
+106,157
| +323% | +$1.95M | 0.01% | 416 |
|
|
2018
Q2 | $584K | Buy |
32,856
+1,197
| +4% | +$21.3K | ﹤0.01% | 981 |
|
|
2018
Q1 | $588K | Sell |
31,659
-46,369
| -59% | -$861K | ﹤0.01% | 993 |
|
|
2017
Q4 | $1.35M | Buy |
78,028
+31,129
| +66% | +$538K | 0.01% | 577 |
|
|
2017
Q3 | $714K | Sell |
46,899
-797
| -2% | -$12.1K | ﹤0.01% | 863 |
|
|
2017
Q2 | $698K | Sell |
47,696
-965
| -2% | -$14.1K | ﹤0.01% | 844 |
|
|
2017
Q1 | $707K | Sell |
48,661
-3,318
| -6% | -$48.2K | ﹤0.01% | 808 |
|
|
2016
Q4 | $746K | Sell |
51,979
-29,522
| -36% | -$424K | ﹤0.01% | 741 |
|
|
2016
Q3 | $804K | Buy |
81,501
+5,251
| +7% | +$51.8K | 0.01% | 680 |
|
|
2016
Q2 | $649K | Sell |
76,250
-612
| -0.8% | -$5.21K | ﹤0.01% | 668 |
|
|
2016
Q1 | $603K | Sell |
76,862
-12,984
| -14% | -$102K | ﹤0.01% | 680 |
|
|
2015
Q4 | $863K | Sell |
89,846
-30,410
| -25% | -$292K | 0.01% | 551 |
|
|
2015
Q3 | $1.08M | Buy |
120,256
+23,966
| +25% | +$216K | 0.01% | 450 |
|
|
2015
Q2 | $998K | Buy |
96,290
+44,878
| +87% | +$465K | 0.01% | 469 |
|
|
2015
Q1 | $486K | Sell |
51,412
-9,608
| -16% | -$90.8K | ﹤0.01% | 748 |
|
|
2014
Q4 | $644K | Buy |
61,020
+3,344
| +6% | +$35.3K | 0.01% | 603 |
|
|
2014
Q3 | $579K | Sell |
57,676
-1,458
| -2% | -$14.6K | 0.01% | 596 |
|
|
2014
Q2 | $628K | Buy |
59,134
+19,417
| +49% | +$206K | 0.01% | 551 |
|
|
2014
Q1 | $441K | Buy |
39,717
+13,693
| +53% | +$152K | 0.01% | 678 |
|
|
2013
Q4 | $257K | Buy |
26,024
+11,114
| +75% | +$110K | ﹤0.01% | 749 |
|
|
2013
Q3 | $138K | Sell |
14,910
-824
| -5% | -$7.63K | ﹤0.01% | 929 |
|
|
2013
Q2 | $150K | Buy |
+15,734
| New | +$150K | ﹤0.01% | 775 |
|