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