EWA
EverSource Wealth Advisors’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Buy |
24,464
+4,293
| +21% | +$101K | 0.03% | 401 |
|
|
2025
Q1 | $438K | Buy |
20,171
+2,068
| +11% | +$44.9K | 0.02% | 410 |
|
|
2024
Q4 | $426K | Sell |
18,103
-441
| -2% | -$10.4K | 0.02% | 409 |
|
|
2024
Q3 | $433K | Sell |
18,544
-119
| -0.6% | -$2.78K | 0.03% | 359 |
|
|
2024
Q2 | $417K | Buy |
18,663
+433
| +2% | +$9.69K | 0.03% | 356 |
|
|
2024
Q1 | $351K | Sell |
18,230
-439
| -2% | -$8.46K | 0.03% | 342 |
|
|
2023
Q4 | $362K | Buy |
18,669
+2,895
| +18% | +$56.1K | 0.03% | 303 |
|
|
2023
Q3 | $271K | Sell |
15,774
-965
| -6% | -$16.6K | 0.03% | 332 |
|
|
2023
Q2 | $298K | Buy |
16,739
+249
| +2% | +$4.44K | 0.03% | 313 |
|
|
2023
Q1 | $306K | Buy |
16,490
+10
| +0.1% | +$186 | 0.04% | 298 |
|
|
2022
Q4 | $355K | Buy |
16,480
+241
| +1% | +$5.2K | 0.05% | 250 |
|
|
2022
Q3 | $326K | Buy |
16,239
+178
| +1% | +$3.57K | 0.07% | 229 |
|
|
2022
Q2 | $301K | Buy |
16,061
+920
| +6% | +$17.2K | 0.08% | 211 |
|
|
2022
Q1 | $337K | Sell |
15,141
-6,950
| -31% | -$155K | 0.09% | 196 |
|
|
2021
Q4 | $481K | Buy |
+22,091
| New | +$481K | 0.13% | 121 |
|