Edge Wealth Management’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-150
| Closed | -$3K | – | 376 |
|
|
2021
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 397 |
|
|
2021
Q3 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 404 |
|
|
2015
Q3 | – | Sell |
-13,000
| Closed | -$135K | – | 481 |
|
|
2015
Q2 | $135K | Hold |
13,000
| – | – | 0.05% | 124 |
|
|
2015
Q1 | $122K | Hold |
13,000
| – | – | 0.04% | 124 |
|
|
2014
Q4 | $138K | Hold |
13,000
| – | – | 0.05% | 121 |
|
|
2014
Q3 | $130K | Sell |
13,000
-5,267
| -29% | -$52.7K | 0.05% | 120 |
|
|
2014
Q2 | $195K | Buy |
18,267
+467
| +3% | +$4.99K | 0.08% | 99 |
|
|
2014
Q1 | $198K | Buy |
17,800
+4,800
| +37% | +$53.4K | 0.08% | 92 |
|
|
2013
Q4 | $128K | Hold |
13,000
| – | – | 0.06% | 109 |
|
|
2013
Q3 | $120K | Buy |
+13,000
| New | +$120K | 0.07% | 91 |
|