Global Retirement Partners’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Buy |
+5,103
| New | +$120K | ﹤0.01% | 1342 |
|
|
2024
Q4 | $125K | Sell |
5,302
-1,691
| -24% | -$39.8K | ﹤0.01% | 1166 |
|
|
2024
Q3 | $163K | Buy |
6,993
+1,200
| +21% | +$28K | ﹤0.01% | 999 |
|
|
2024
Q2 | $116K | Buy |
5,793
+3,037
| +110% | +$60.9K | ﹤0.01% | 1119 |
|
|
2024
Q1 | $58K | Buy |
2,756
+264
| +11% | +$5.55K | ﹤0.01% | 1350 |
|
|
2023
Q4 | $44.7K | Buy |
2,492
+1,322
| +113% | +$23.7K | ﹤0.01% | 1425 |
|
|
2023
Q3 | $19.2K | Buy |
1,170
+313
| +37% | +$5.14K | ﹤0.01% | 1660 |
|
|
2023
Q2 | $15.3K | Sell |
857
-126
| -13% | -$2.25K | ﹤0.01% | 1796 |
|
|
2023
Q1 | $16K | Sell |
983
-298
| -23% | -$4.86K | ﹤0.01% | 1733 |
|
|
2022
Q4 | $27.6K | Hold |
1,281
| – | – | ﹤0.01% | 1340 |
|
|
2022
Q3 | $28K | Buy |
1,281
+70
| +6% | +$1.53K | ﹤0.01% | 1244 |
|
|
2022
Q2 | $23K | Buy |
1,211
+43
| +4% | +$817 | ﹤0.01% | 1305 |
|
|
2022
Q1 | $24K | Buy |
+1,168
| New | +$24K | ﹤0.01% | 1290 |
|
|
2021
Q4 | – | Sell |
-1,633
| Closed | -$35K | – | 1444 |
|
|
2021
Q3 | $35K | Buy |
1,633
+163
| +11% | +$3.49K | ﹤0.01% | 981 |
|
|
2021
Q2 | $30K | Buy |
1,470
+867
| +144% | +$17.7K | ﹤0.01% | 1050 |
|
|
2021
Q1 | $12K | Sell |
603
-301
| -33% | -$5.99K | ﹤0.01% | 1246 |
|
|
2020
Q4 | $15K | Hold |
904
| – | – | ﹤0.01% | 1140 |
|
|
2020
Q3 | $10K | Hold |
904
| – | – | ﹤0.01% | 1148 |
|
|
2020
Q2 | $10K | Buy |
904
+372
| +70% | +$4.12K | ﹤0.01% | 1119 |
|
|
2020
Q1 | $5K | Hold |
532
| – | – | ﹤0.01% | 1241 |
|
|
2019
Q4 | $9K | Hold |
532
| – | – | ﹤0.01% | 1177 |
|
|
2019
Q3 | $8K | Sell |
532
-391
| -42% | -$5.88K | ﹤0.01% | 1182 |
|
|
2019
Q2 | $14K | Buy |
+923
| New | +$14K | ﹤0.01% | 1030 |
|
|
2018
Q2 | – | Sell |
-922
| Closed | -$17K | – | 1563 |
|
|
2018
Q1 | $17K | Sell |
922
-98
| -10% | -$1.81K | ﹤0.01% | 804 |
|
|
2017
Q4 | $18K | Buy |
1,020
+98
| +11% | +$1.73K | ﹤0.01% | 753 |
|
|
2017
Q3 | $12K | Hold |
922
| – | – | 0.01% | 776 |
|
|
2017
Q2 | $12K | Hold |
922
| – | – | 0.01% | 736 |
|
|
2017
Q1 | $12K | Hold |
922
| – | – | 0.01% | 698 |
|
|
2016
Q4 | $12K | Buy |
+922
| New | +$12K | 0.01% | 642 |
|