Gradient Investments’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,935
| Closed | -$278K | – | 324 |
|
|
2024
Q3 | $278K | Sell |
11,935
-30
| -0.3% | -$656 | 0.01% | 266 |
|
|
2024
Q2 | $240K | Sell |
11,965
-40
| -0.3% | -$776 | 0.01% | 299 |
|
|
2024
Q1 | $253K | Sell |
12,005
-858
| -7% | -$16.2K | 0.01% | 274 |
|
|
2023
Q4 | $249K | Sell |
12,863
-14
| -0.1% | -$232 | 0.01% | 317 |
|
|
2023
Q3 | $221K | Buy |
12,877
+173
| +1% | +$3.28K | 0.01% | 308 |
|
|
2023
Q2 | $226K | Buy |
12,704
+4,376
| +53% | +$77.2K | 0.01% | 308 |
|
|
2023
Q1 | $155K | Sell |
8,328
-60
| -0.7% | -$1.31K | ﹤0.01% | 319 |
|
|
2022
Q4 | $181K | Sell |
8,388
-256
| -3% | -$5.55K | 0.01% | 309 |
|
|
2022
Q3 | $173K | Buy |
8,644
+279
| +3% | +$5.89K | 0.01% | 298 |
|
|
2022
Q2 | $157K | Sell |
8,365
-587,638
| -99% | -$12.1M | ﹤0.01% | 320 |
|
|
2022
Q1 | $13.3M | Sell |
596,003
-20,104
| -3% | -$473K | 0.34% | 86 |
|
|
2021
Q4 | $13.4M | Sell |
616,107
-9,588
| -2% | -$219K | 0.34% | 85 |
|
|
2021
Q3 | $13.3M | Buy |
625,695
+625,631
| +977,548% | +$12.4M | 0.37% | 59 |
|
|
2021
Q2 | $1K | Buy |
+64
| New | +$1.38K | ﹤0.01% | 1099 |
|
|
2019
Q2 | – | Sell |
-518
| Closed | -$7K | – | 1066 |
|
|
2019
Q1 | $7K | Hold |
518
| – | – | ﹤0.01% | 609 |
|
|
2018
Q4 | $7K | Sell |
518
-61
| -11% | -$980 | ﹤0.01% | 658 |
|
|
2018
Q3 | $11K | Hold |
579
| – | – | ﹤0.01% | 618 |
|
|
2018
Q2 | $10K | Buy |
579
+518
| +849% | +$9.7K | ﹤0.01% | 613 |
|
|
2018
Q1 | $1K | Sell |
61
-206
| -77% | -$3.9K | ﹤0.01% | 935 |
|
|
2017
Q4 | $5K | Buy |
+267
| New | +$4.27K | ﹤0.01% | 704 |
|
|
2017
Q3 | – | Sell |
-209
| Closed | -$3K | – | 600 |
|
|
2017
Q2 | $3K | Hold |
209
| – | – | ﹤0.01% | 656 |
|
|
2017
Q1 | $3K | Hold |
209
| – | – | ﹤0.01% | 666 |
|
|
2016
Q4 | $3K | Sell |
209
-150
| -42% | -$1.85K | ﹤0.01% | 602 |
|
|
2016
Q3 | $4K | Hold |
359
| – | – | ﹤0.01% | 566 |
|
|
2016
Q2 | $3K | Hold |
359
| – | – | ﹤0.01% | 594 |
|
|
2016
Q1 | $3K | Hold |
359
| – | – | ﹤0.01% | 598 |
|
|
2015
Q4 | $3K | Hold |
359
| – | – | ﹤0.01% | 560 |
|
|
2015
Q3 | $3K | Hold |
359
| – | – | ﹤0.01% | 495 |
|
|
2015
Q2 | $4K | Hold |
359
| – | – | ﹤0.01% | 488 |
|
|
2015
Q1 | $3K | Hold |
359
| – | – | ﹤0.01% | 519 |
|
|
2014
Q4 | $4K | Hold |
359
| – | – | ﹤0.01% | 435 |
|
|
2014
Q3 | $4K | Hold |
359
| – | – | ﹤0.01% | 386 |
|
|
2014
Q2 | $4K | Hold |
359
| – | – | ﹤0.01% | 412 |
|
|
2014
Q1 | $4K | Hold |
359
| – | – | ﹤0.01% | 414 |
|
|
2013
Q4 | $4K | Hold |
359
| – | – | ﹤0.01% | 458 |
|
|
2013
Q3 | $3K | Hold |
359
| – | – | ﹤0.01% | 385 |
|
|
2013
Q2 | $3K | Buy |
+359
| New | +$3.13K | ﹤0.01% | 350 |
|
Other funds holding RF
Gradient Investments's RF Position: Q4 2024 in Review
Gradient Investments sold out of Regions Financial (RF) in Q4 2024, closing a stake of 11,935 shares — an estimated $278K sold.
Gradient Investments first reported a position in RF in Q2 2013 and held it in 37 quarters. The position peaked at $13.4M in Q4 2021. 953 funds tracked by Wall St. Rank hold RF as of Q4 2024.
- Gradient Investments reported no remaining Regions Financial position as of Q4 2024 after selling out during the quarter.
- Gradient Investments sold 11,935 Regions Financial shares in Q4 2024, an estimated $278K.
- Gradient Investments first reported a position in Regions Financial in Q2 2013 and held it in 37 quarters.
- Gradient Investments's Regions Financial position peaked at $13.4M in Q4 2021.
- 953 funds tracked by Wall St. Rank held Regions Financial as of Q4 2024.
Based on Gradient Investments's 13F filing for Q4 2024, filed 21 Jan 2025.