Gradient Investments’s Regions Financial RF Stock Holding History

Gradient Investments’s Portfolio RF Stock Details RF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-11,935	Closed	-$278K	–	324
2024 Q3	$278K	Sell	11,935 -30	-0.3%	-$700	0.01%	266
2024 Q2	$240K	Sell	11,965 -40	-0.3%	-$802	0.01%	299
2024 Q1	$253K	Sell	12,005 -858	-7%	-$18.1K	0.01%	274
2023 Q4	$249K	Sell	12,863 -14	-0.1%	-$271	0.01%	317
2023 Q3	$221K	Buy	12,877 +173	+1%	+$2.98K	0.01%	308
2023 Q2	$226K	Buy	12,704 +4,376	+53%	+$78K	0.01%	308
2023 Q1	$155K	Sell	8,328 -60	-0.7%	-$1.11K	﹤0.01%	319
2022 Q4	$181K	Sell	8,388 -256	-3%	-$5.52K	0.01%	309
2022 Q3	$173K	Buy	8,644 +279	+3%	+$5.58K	0.01%	298
2022 Q2	$157K	Sell	8,365 -587,638	-99%	-$11M	﹤0.01%	320
2022 Q1	$13.3M	Sell	596,003 -20,104	-3%	-$448K	0.34%	86
2021 Q4	$13.4M	Sell	616,107 -9,588	-2%	-$209K	0.34%	85
2021 Q3	$13.3M	Buy	625,695 +625,631	+977,548%	+$13.3M	0.37%	59
2021 Q2	$1K	Buy	+64	New	+$1K	﹤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%	-$824	﹤0.01%	658
2018 Q3	$11K	Hold	579	–	–	﹤0.01%	618
2018 Q2	$10K	Buy	579 +518	+849%	+$8.95K	﹤0.01%	613
2018 Q1	$1K	Sell	61 -206	-77%	-$3.38K	﹤0.01%	935
2017 Q4	$5K	Buy	+267	New	+$5K	﹤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%	-$2.15K	﹤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	+$3K	﹤0.01%	350