Dorsey & Whitney Trust’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 | $488K | Buy |
20,767
+206
| +1% | +$4.85K | 0.03% | 425 |
|
|
2025
Q1 | $447K | Buy |
20,561
+271
| +1% | +$5.89K | 0.03% | 424 |
|
|
2024
Q4 | $477K | Buy |
20,290
+934
| +5% | +$22K | 0.03% | 402 |
|
|
2024
Q3 | $452K | Buy |
19,356
+234
| +1% | +$5.46K | 0.02% | 413 |
|
|
2024
Q2 | $383K | Sell |
19,122
-19
| -0.1% | -$381 | 0.03% | 402 |
|
|
2024
Q1 | $403K | Sell |
19,141
-6,420
| -25% | -$135K | 0.03% | 394 |
|
|
2023
Q4 | $495K | Sell |
25,561
-324
| -1% | -$6.28K | 0.04% | 345 |
|
|
2023
Q3 | $445K | Buy |
25,885
+342
| +1% | +$5.88K | 0.04% | 335 |
|
|
2023
Q2 | $455K | Buy |
25,543
+621
| +2% | +$11.1K | 0.04% | 343 |
|
|
2023
Q1 | $463K | Sell |
24,922
-21
| -0.1% | -$390 | 0.04% | 324 |
|
|
2022
Q4 | $538K | Buy |
24,943
+118
| +0.5% | +$2.54K | 0.05% | 283 |
|
|
2022
Q3 | $498K | Buy |
24,825
+13,116
| +112% | +$263K | 0.05% | 289 |
|
|
2022
Q2 | $220K | Sell |
11,709
-23
| -0.2% | -$432 | 0.02% | 480 |
|
|
2022
Q1 | $260K | Sell |
11,732
-1,417
| -11% | -$31.4K | 0.02% | 466 |
|
|
2021
Q4 | $287K | Buy |
13,149
+345
| +3% | +$7.53K | 0.02% | 416 |
|
|
2021
Q3 | $272K | Buy |
12,804
+263
| +2% | +$5.59K | 0.03% | 426 |
|
|
2021
Q2 | $253K | Buy |
12,541
+840
| +7% | +$16.9K | 0.02% | 442 |
|
|
2021
Q1 | $241K | Hold |
11,701
| – | – | 0.02% | 451 |
|
|
2020
Q4 | $189K | Sell |
11,701
-642
| -5% | -$10.4K | 0.02% | 453 |
|
|
2020
Q3 | $143K | Sell |
12,343
-248
| -2% | -$2.87K | 0.02% | 408 |
|
|
2020
Q2 | $140K | Sell |
12,591
-1,683
| -12% | -$18.7K | 0.02% | 414 |
|
|
2020
Q1 | $128K | Buy |
14,274
+326
| +2% | +$2.92K | 0.02% | 373 |
|
|
2019
Q4 | $241K | Buy |
13,948
+320
| +2% | +$5.53K | 0.03% | 376 |
|
|
2019
Q3 | $216K | Buy |
13,628
+1,731
| +15% | +$27.4K | 0.03% | 375 |
|
|
2019
Q2 | $176K | Buy |
11,897
+433
| +4% | +$6.41K | 0.03% | 382 |
|
|
2019
Q1 | $162K | Buy |
11,464
+193
| +2% | +$2.73K | 0.03% | 377 |
|
|
2018
Q4 | $151K | Buy |
11,271
+152
| +1% | +$2.04K | 0.03% | 349 |
|
|
2018
Q3 | $204K | Buy |
11,119
+283
| +3% | +$5.19K | 0.03% | 390 |
|
|
2018
Q2 | $192K | Buy |
10,836
+564
| +5% | +$9.99K | 0.03% | 367 |
|
|
2018
Q1 | $190K | Hold |
10,272
| – | – | 0.04% | 355 |
|
|
2017
Q4 | $178K | Hold |
10,272
| – | – | 0.03% | 332 |
|
|
2017
Q3 | $157K | Sell |
10,272
-575
| -5% | -$8.79K | 0.03% | 328 |
|
|
2017
Q2 | $159K | Hold |
10,847
| – | – | 0.03% | 322 |
|
|
2017
Q1 | $158K | Hold |
10,847
| – | – | 0.03% | 312 |
|
|
2016
Q4 | $156K | Hold |
10,847
| – | – | 0.04% | 276 |
|
|
2016
Q3 | $108K | Buy |
10,847
+48
| +0.4% | +$478 | 0.02% | 283 |
|
|
2016
Q2 | $92K | Buy |
+10,799
| New | +$92K | 0.02% | 277 |
|