Element Wealth’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,241
| Closed | -$262K | – | 297 |
|
|
2024
Q3 | $262K | Hold |
11,241
| – | – | 0.14% | 121 |
|
|
2024
Q2 | $225K | Buy |
+11,241
| New | +$225K | 0.13% | 129 |
|
|
2024
Q1 | – | Sell |
-11,741
| Closed | -$228K | – | 274 |
|
|
2023
Q4 | $228K | Hold |
11,741
| – | – | 0.14% | 122 |
|
|
2023
Q3 | $202K | Hold |
11,741
| – | – | 0.15% | 121 |
|
|
2023
Q2 | $209K | Sell |
11,741
-1,108
| -9% | -$19.7K | 0.15% | 124 |
|
|
2023
Q1 | $238K | Sell |
12,849
-10,573
| -45% | -$196K | 0.18% | 101 |
|
|
2022
Q4 | $505K | Hold |
23,422
| – | – | 0.41% | 44 |
|
|
2022
Q3 | $470K | Hold |
23,422
| – | – | 0.43% | 39 |
|
|
2022
Q2 | $439K | Hold |
23,422
| – | – | 0.44% | 44 |
|
|
2022
Q1 | $521K | Hold |
23,422
| – | – | 0.42% | 45 |
|
|
2021
Q4 | $511K | Sell |
23,422
-1,701
| -7% | -$37.1K | 0.39% | 47 |
|
|
2021
Q3 | $535K | Hold |
25,123
| – | – | 0.43% | 42 |
|
|
2021
Q2 | $507K | Hold |
25,123
| – | – | 0.4% | 46 |
|
|
2021
Q1 | $519K | Sell |
25,123
-1,000
| -4% | -$20.7K | 0.43% | 41 |
|
|
2020
Q4 | $421K | Sell |
26,123
-1,000
| -4% | -$16.1K | 0.39% | 53 |
|
|
2020
Q3 | $313K | Sell |
27,123
-1,312
| -5% | -$15.1K | 0.33% | 55 |
|
|
2020
Q2 | $316K | Sell |
28,435
-32,553
| -53% | -$362K | 0.36% | 54 |
|
|
2020
Q1 | $547K | Buy |
60,988
+2,809
| +5% | +$25.2K | 0.76% | 25 |
|
|
2019
Q4 | $998K | Buy |
+58,179
| New | +$998K | 1.02% | 23 |
|