Ellevest Inc’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-8,466
| Closed | -$229K | – | 454 |
|
|
2025
Q4 | $229K | Sell |
8,466
-3,017
| -26% | -$77.1K | 0.03% | 381 |
|
|
2025
Q3 | $303K | Buy |
+11,483
| New | +$298K | 0.04% | 326 |
|
|
2025
Q2 | – | Sell |
-12,561
| Closed | -$273K | – | 423 |
|
|
2025
Q1 | $273K | Buy |
12,561
+2,071
| +20% | +$48.2K | 0.02% | 312 |
|
|
2024
Q4 | $247K | Sell |
10,490
-5,129
| -33% | -$127K | 0.01% | 349 |
|
|
2024
Q3 | $364K | Sell |
15,619
-1,186
| -7% | -$25.9K | 0.02% | 283 |
|
|
2024
Q2 | $337K | Buy |
16,805
+489
| +3% | +$9.48K | 0.02% | 300 |
|
|
2024
Q1 | $343K | Sell |
16,316
-68
| -0.4% | -$1.29K | 0.02% | 286 |
|
|
2023
Q4 | $318K | Sell |
16,384
-1,206
| -7% | -$20K | 0.02% | 283 |
|
|
2023
Q3 | $303K | Sell |
17,590
-1,477
| -8% | -$28K | 0.02% | 261 |
|
|
2023
Q2 | $340K | Buy |
19,067
+2,388
| +14% | +$42.2K | 0.03% | 246 |
|
|
2023
Q1 | $310K | Sell |
16,679
-4,707
| -22% | -$102K | 0.02% | 230 |
|
|
2022
Q4 | $461K | Sell |
21,386
-1,819
| -8% | -$39.4K | 0.04% | 135 |
|
|
2022
Q3 | $466K | Buy |
23,205
+3,285
| +16% | +$69.4K | 0.04% | 104 |
|
|
2022
Q2 | $374K | Sell |
19,920
-1,736
| -8% | -$35.8K | 0.04% | 149 |
|
|
2022
Q1 | $482K | Buy |
21,656
+4,948
| +30% | +$116K | 0.04% | 130 |
|
|
2021
Q4 | $364K | Buy |
16,708
+926
| +6% | +$21.2K | 0.03% | 172 |
|
|
2021
Q3 | $336K | Buy |
15,782
+3,479
| +28% | +$69.2K | 0.03% | 172 |
|
|
2021
Q2 | $248K | Buy |
12,303
+1,665
| +16% | +$36K | 0.02% | 210 |
|
|
2021
Q1 | $220K | Buy |
10,638
+1,368
| +15% | +$26.7K | 0.03% | 202 |
|
|
2020
Q4 | $149K | Buy |
9,270
+2,955
| +47% | +$42.7K | 0.02% | 228 |
|
|
2020
Q3 | $73K | Buy |
6,315
+729
| +13% | +$8.13K | 0.01% | 315 |
|
|
2020
Q2 | $62K | Buy |
5,586
+4,293
| +332% | +$45.7K | 0.01% | 330 |
|
|
2020
Q1 | $12K | Buy |
1,293
+411
| +47% | +$5.76K | ﹤0.01% | 529 |
|
|
2019
Q4 | $15K | Buy |
882
+786
| +819% | +$12.9K | ﹤0.01% | 473 |
|
|
2019
Q3 | $2K | Buy |
+96
| New | +$1.45K | ﹤0.01% | 349 |
|
Other funds holding RF
VCM
VPM
