Gladstone Institutional Advisory’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-10,157
| Closed | -$181K | – | 666 |
|
2023
Q2 | $181K | Sell |
10,157
-48,744
| -83% | -$869K | 0.01% | 599 |
|
2023
Q1 | $1.09M | Buy |
58,901
+42,072
| +250% | +$781K | 0.07% | 268 |
|
2022
Q4 | $363K | Buy |
16,829
+858
| +5% | +$18.5K | 0.03% | 460 |
|
2022
Q3 | $321K | Buy |
15,971
+5,083
| +47% | +$102K | 0.03% | 483 |
|
2022
Q2 | $204K | Buy |
+10,888
| New | +$204K | 0.02% | 602 |
|