Glassman Wealth Services’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,559
| Closed | -$30.2K | – | 1454 |
|
|
2023
Q4 | $30.2K | Buy |
1,559
+967
| +163% | +$18.7K | ﹤0.01% | 588 |
|
|
2023
Q3 | $10.2K | Sell |
592
-74
| -11% | -$1.27K | ﹤0.01% | 850 |
|
|
2023
Q2 | $11.9K | Sell |
666
-287
| -30% | -$5.11K | ﹤0.01% | 768 |
|
|
2023
Q1 | $17.7K | Buy |
953
+114
| +14% | +$2.12K | ﹤0.01% | 664 |
|
|
2022
Q4 | $18.1K | Buy |
839
+178
| +27% | +$3.84K | ﹤0.01% | 686 |
|
|
2022
Q3 | $13K | Buy |
661
+47
| +8% | +$924 | ﹤0.01% | 733 |
|
|
2022
Q2 | $12K | Sell |
614
-138
| -18% | -$2.7K | ﹤0.01% | 758 |
|
|
2022
Q1 | $17K | Buy |
752
+45
| +6% | +$1.02K | ﹤0.01% | 703 |
|
|
2021
Q4 | $15K | Buy |
707
+136
| +24% | +$2.89K | ﹤0.01% | 692 |
|
|
2021
Q3 | $12K | Buy |
571
+48
| +9% | +$1.01K | ﹤0.01% | 729 |
|
|
2021
Q2 | $11K | Buy |
523
+26
| +5% | +$547 | ﹤0.01% | 737 |
|
|
2021
Q1 | $10K | Sell |
497
-4
| -0.8% | -$80 | ﹤0.01% | 717 |
|
|
2020
Q4 | $8K | Buy |
501
+15
| +3% | +$240 | ﹤0.01% | 774 |
|
|
2020
Q3 | $6K | Buy |
486
+136
| +39% | +$1.68K | ﹤0.01% | 753 |
|
|
2020
Q2 | $4K | Buy |
350
+28
| +9% | +$320 | ﹤0.01% | 693 |
|
|
2020
Q1 | $3K | Buy |
322
+160
| +99% | +$1.49K | ﹤0.01% | 635 |
|
|
2019
Q4 | $3K | Buy |
162
+29
| +22% | +$537 | ﹤0.01% | 691 |
|
|
2019
Q3 | $2K | Sell |
133
-14
| -10% | -$211 | ﹤0.01% | 726 |
|
|
2019
Q2 | $2K | Buy |
147
+27
| +23% | +$367 | ﹤0.01% | 741 |
|
|
2019
Q1 | $2K | Buy |
120
+14
| +13% | +$233 | ﹤0.01% | 717 |
|
|
2018
Q4 | $1K | Buy |
106
+27
| +34% | +$255 | ﹤0.01% | 679 |
|
|
2018
Q3 | $1K | Hold |
79
| – | – | ﹤0.01% | 730 |
|
|
2018
Q2 | $1K | Sell |
79
-11
| -12% | -$139 | ﹤0.01% | 717 |
|
|
2018
Q1 | $2K | Buy |
90
+11
| +14% | +$244 | ﹤0.01% | 553 |
|
|
2017
Q4 | $1K | Buy |
79
+35
| +80% | +$443 | ﹤0.01% | 610 |
|
|
2017
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 500 |
|
|
2017
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 494 |
|
|
2017
Q1 | $1K | Hold |
44
| – | – | ﹤0.01% | 524 |
|
|
2016
Q4 | $1K | Hold |
44
| – | – | ﹤0.01% | 579 |
|
|
2016
Q3 | $0 | Buy |
+44
| New | – | ﹤0.01% | 569 |
|