Fortem Financial Group’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 | – | Sell |
-21,435
| Closed | -$466K | – | 190 |
|
|
2025
Q1 | $466K | Sell |
21,435
-7,042
| -25% | -$153K | 0.18% | 127 |
|
|
2024
Q4 | $670K | Buy |
28,477
+700
| +3% | +$16.5K | 0.26% | 102 |
|
|
2024
Q3 | $648K | Buy |
27,777
+1,289
| +5% | +$30.1K | 0.26% | 103 |
|
|
2024
Q2 | $531K | Buy |
26,488
+185
| +0.7% | +$3.71K | 0.23% | 104 |
|
|
2024
Q1 | $553K | Buy |
26,303
+4,841
| +23% | +$102K | 0.24% | 106 |
|
|
2023
Q4 | $416K | Buy |
21,462
+75
| +0.4% | +$1.45K | 0.21% | 115 |
|
|
2023
Q3 | $368K | Buy |
21,387
+2,329
| +12% | +$40.1K | 0.22% | 114 |
|
|
2023
Q2 | $340K | Buy |
19,058
+6,104
| +47% | +$109K | 0.2% | 121 |
|
|
2023
Q1 | $240K | Buy |
+12,954
| New | +$240K | 0.16% | 132 |
|
|
2021
Q1 | – | Sell |
-318
| Closed | -$5K | – | 378 |
|
|
2020
Q4 | $5K | Buy |
+318
| New | +$5K | ﹤0.01% | 404 |
|