HBK Sorce Advisory’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 | $471K | Buy |
20,041
+256
| +1% | +$6.02K | 0.01% | 349 |
|
2025
Q1 | $430K | Sell |
19,785
-45
| -0.2% | -$978 | 0.01% | 367 |
|
2024
Q4 | $466K | Buy |
19,830
+24
| +0.1% | +$564 | 0.01% | 353 |
|
2024
Q3 | $462K | Sell |
19,806
-96
| -0.5% | -$2.24K | 0.01% | 351 |
|
2024
Q2 | $399K | Buy |
19,902
+4,827
| +32% | +$96.7K | 0.01% | 371 |
|
2024
Q1 | $317K | Buy |
15,075
+3,275
| +28% | +$68.9K | 0.01% | 434 |
|
2023
Q4 | $229K | Buy |
+11,800
| New | +$229K | 0.01% | 483 |
|
2023
Q1 | – | Sell |
-9,438
| Closed | -$203K | – | 777 |
|
2022
Q4 | $203K | Buy |
+9,438
| New | +$203K | 0.01% | 654 |
|