Fortis Advisors’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,000
| Closed | -$90K | – | 297 |
|
|
2020
Q1 | $90K | Sell |
10,000
-5,000
| -33% | -$45K | 0.06% | 151 |
|
|
2019
Q4 | $257K | Sell |
15,000
-3,526
| -19% | -$60.4K | 0.16% | 86 |
|
|
2019
Q3 | $293K | Hold |
18,526
| – | – | 0.14% | 71 |
|
|
2019
Q2 | $277K | Sell |
18,526
-2,984
| -14% | -$44.6K | 0.13% | 79 |
|
|
2019
Q1 | $304K | Hold |
21,510
| – | – | 0.16% | 64 |
|
|
2018
Q4 | $288K | Hold |
21,510
| – | – | 0.17% | 58 |
|
|
2018
Q3 | $395K | Hold |
21,510
| – | – | 0.22% | 49 |
|
|
2018
Q2 | $382K | Buy |
21,510
+2,984
| +16% | +$53K | 0.22% | 50 |
|
|
2018
Q1 | $344K | Hold |
18,526
| – | – | 0.19% | 49 |
|
|
2017
Q4 | $320K | Hold |
18,526
| – | – | 0.2% | 48 |
|
|
2017
Q3 | $282K | Hold |
18,526
| – | – | 0.2% | 50 |
|
|
2017
Q2 | $271K | Hold |
18,526
| – | – | 0.21% | 53 |
|
|
2017
Q1 | $269K | Hold |
18,526
| – | – | 0.24% | 50 |
|
|
2016
Q4 | $266K | Buy |
+18,526
| New | +$266K | 0.28% | 27 |
|