GA
Geller Advisors’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,873
| Closed | -$210K | – | 279 |
|
|
2024
Q1 | $210K | Sell |
9,873
-663
| -6% | -$14.1K | 0.02% | 262 |
|
|
2023
Q4 | $207K | Sell |
10,536
-1,277
| -11% | -$25.1K | 0.02% | 259 |
|
|
2023
Q3 | $206K | Buy |
+11,813
| New | +$206K | 0.02% | 242 |
|
|
2023
Q2 | – | Sell |
-12,500
| Closed | -$234K | – | 255 |
|
|
2023
Q1 | $234K | Buy |
12,500
+884
| +8% | +$16.6K | 0.03% | 156 |
|
|
2022
Q4 | $253K | Buy |
11,616
+382
| +3% | +$8.31K | 0.04% | 117 |
|
|
2022
Q3 | $228K | Buy |
11,234
+541
| +5% | +$11K | 0.05% | 113 |
|
|
2022
Q2 | $202K | Buy |
10,693
+155
| +1% | +$2.93K | 0.04% | 134 |
|
|
2022
Q1 | $236K | Buy |
10,538
+44
| +0.4% | +$985 | 0.04% | 139 |
|
|
2021
Q4 | $231K | Buy |
10,494
+303
| +3% | +$6.67K | 0.05% | 152 |
|
|
2021
Q3 | $219K | Buy |
10,191
+30
| +0.3% | +$645 | 0.05% | 141 |
|
|
2021
Q2 | $206K | Buy |
+10,161
| New | +$206K | 0.04% | 134 |
|