EWM
Evercore Wealth Management’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-16,065
| Closed | -$178K | – | 384 |
|
|
2020
Q2 | $178K | Sell |
16,065
-10,660
| -40% | -$118K | ﹤0.01% | 370 |
|
|
2020
Q1 | $240K | Buy |
26,725
+232
| +0.9% | +$2.08K | 0.01% | 320 |
|
|
2019
Q4 | $454K | Sell |
26,493
-3,585
| -12% | -$61.4K | 0.01% | 288 |
|
|
2019
Q3 | $476K | Buy |
+30,078
| New | +$476K | 0.01% | 277 |
|
|
2017
Q1 | – | Sell |
-120
| Closed | -$2K | – | 1027 |
|
|
2016
Q4 | $2K | Buy |
+120
| New | +$2K | ﹤0.01% | 951 |
|
|
2013
Q4 | – | Sell |
-180
| Closed | -$2K | – | 963 |
|
|
2013
Q3 | $2K | Buy |
+180
| New | +$2K | ﹤0.01% | 964 |
|