Focused Wealth Management’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,000
| Closed | -$64.7K | – | 1084 |
|
|
2022
Q4 | $64.7K | Buy |
+3,000
| New | +$64.7K | 0.01% | 273 |
|
|
2022
Q1 | – | Sell |
-7,100
| Closed | -$155K | – | 1030 |
|
|
2021
Q4 | $155K | Hold |
7,100
| – | – | 0.02% | 215 |
|
|
2021
Q3 | $151K | Hold |
7,100
| – | – | 0.02% | 207 |
|
|
2021
Q2 | $143K | Hold |
7,100
| – | – | 0.02% | 233 |
|
|
2021
Q1 | $147K | Sell |
7,100
-1,600
| -18% | -$33.1K | 0.03% | 214 |
|
|
2020
Q4 | $140K | Hold |
8,700
| – | – | 0.03% | 200 |
|
|
2020
Q3 | $100K | Hold |
8,700
| – | – | 0.02% | 245 |
|
|
2020
Q2 | $97K | Hold |
8,700
| – | – | 0.02% | 232 |
|
|
2020
Q1 | $78K | Hold |
8,700
| – | – | 0.02% | 238 |
|
|
2019
Q4 | $149K | Hold |
8,700
| – | – | 0.04% | 202 |
|
|
2019
Q3 | $138K | Buy |
8,700
+4,300
| +98% | +$68.2K | 0.04% | 192 |
|
|
2019
Q2 | $66K | Hold |
4,400
| – | – | 0.02% | 291 |
|
|
2019
Q1 | $62K | Hold |
4,400
| – | – | 0.02% | 273 |
|
|
2018
Q4 | $59K | Buy |
4,400
+3,700
| +529% | +$49.6K | 0.02% | 286 |
|
|
2018
Q3 | $13K | Sell |
700
-4,800
| -87% | -$89.1K | ﹤0.01% | 414 |
|
|
2018
Q2 | $98K | Hold |
5,500
| – | – | 0.03% | 227 |
|
|
2018
Q1 | $102K | Hold |
5,500
| – | – | 0.03% | 234 |
|
|
2017
Q4 | $95K | Buy |
+5,500
| New | +$95K | 0.03% | 239 |
|
|
2017
Q3 | – | Sell |
-5,500
| Closed | -$81K | – | 697 |
|
|
2017
Q2 | $81K | Hold |
5,500
| – | – | 0.03% | 237 |
|
|
2017
Q1 | $80K | Buy |
+5,500
| New | +$80K | 0.03% | 236 |
|