Equitable 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 | $1.44M | Sell |
61,019
-2,000
| -3% | -$47K | 0.07% | 185 |
|
2025
Q1 | $1.37M | Sell |
63,019
-6,936
| -10% | -$151K | 0.08% | 182 |
|
2024
Q4 | $1.65M | Sell |
69,955
-225
| -0.3% | -$5.29K | 0.09% | 159 |
|
2024
Q3 | $1.64M | Buy |
70,180
+2,000
| +3% | +$46.7K | 0.11% | 151 |
|
2024
Q2 | $1.37M | Sell |
68,180
-1,341
| -2% | -$26.9K | 0.09% | 152 |
|
2024
Q1 | $1.46M | Buy |
69,521
+3,977
| +6% | +$83.7K | 0.1% | 152 |
|
2023
Q4 | $1.27M | Sell |
65,544
-6,584
| -9% | -$128K | 0.1% | 152 |
|
2023
Q3 | $1.24M | Sell |
72,128
-11,493
| -14% | -$198K | 0.1% | 150 |
|
2023
Q2 | $1.49M | Sell |
83,621
-9,769
| -10% | -$174K | 0.11% | 136 |
|
2023
Q1 | $1.73M | Buy |
93,390
+1,802
| +2% | +$33.4K | 0.14% | 128 |
|
2022
Q4 | $1.97M | Sell |
91,588
-894
| -1% | -$19.3K | 0.16% | 130 |
|
2022
Q3 | $1.86M | Hold |
92,482
| – | – | 0.15% | 124 |
|
2022
Q2 | $1.73M | Buy |
92,482
+500
| +0.5% | +$9.38K | 0.13% | 137 |
|
2022
Q1 | $2.05M | Sell |
91,982
-4,607
| -5% | -$103K | 0.13% | 139 |
|
2021
Q4 | $2.11M | Sell |
96,589
-906
| -0.9% | -$19.8K | 0.13% | 136 |
|
2021
Q3 | $2.08M | Buy |
97,495
+1,000
| +1% | +$21.3K | 0.13% | 133 |
|
2021
Q2 | $1.95M | Sell |
96,495
-22,019
| -19% | -$444K | 0.12% | 134 |
|
2021
Q1 | $2.45M | Buy |
118,514
+55,980
| +90% | +$1.16M | 0.18% | 119 |
|
2020
Q4 | $1.01M | Buy |
62,534
+1,000
| +2% | +$16.1K | 0.07% | 179 |
|
2020
Q3 | $709K | Hold |
61,534
| – | – | 0.06% | 198 |
|
2020
Q2 | $685K | Hold |
61,534
| – | – | 0.06% | 188 |
|
2020
Q1 | $552K | Buy |
61,534
+1,074
| +2% | +$9.63K | 0.06% | 197 |
|
2019
Q4 | $1.04M | Sell |
60,460
-12,880
| -18% | -$221K | 0.1% | 145 |
|
2019
Q3 | $1.16M | Buy |
73,340
+1,240
| +2% | +$19.6K | 0.12% | 137 |
|
2019
Q2 | $1.08M | Hold |
72,100
| – | – | 0.11% | 144 |
|
2019
Q1 | $1.02M | Hold |
72,100
| – | – | 0.12% | 150 |
|
2018
Q4 | $965K | Sell |
72,100
-3,406
| -5% | -$45.6K | 0.13% | 146 |
|
2018
Q3 | $1.39M | Hold |
75,506
| – | – | 0.16% | 133 |
|
2018
Q2 | $1.34M | Buy |
+75,506
| New | +$1.34M | 0.17% | 126 |
|