Helen Stephens Group’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 | $403K | Buy |
17,137
+198
| +1% | +$4.66K | 0.1% | 62 |
|
|
2025
Q1 | $368K | Buy |
16,939
+176
| +1% | +$3.83K | 0.1% | 61 |
|
|
2024
Q4 | $394K | Buy |
16,763
+183
| +1% | +$4.3K | 0.12% | 61 |
|
|
2024
Q3 | $387K | Buy |
16,580
+193
| +1% | +$4.5K | 0.12% | 61 |
|
|
2024
Q2 | $328K | Buy |
16,387
+190
| +1% | +$3.81K | 0.11% | 63 |
|
|
2024
Q1 | $341K | Buy |
16,197
+202
| +1% | +$4.25K | 0.13% | 54 |
|
|
2023
Q4 | $310K | Hold |
15,995
| – | – | 0.14% | 56 |
|
|
2023
Q3 | $275K | Buy |
15,995
+173
| +1% | +$2.98K | 0.14% | 54 |
|
|
2023
Q2 | $282K | Buy |
15,822
+170
| +1% | +$3.03K | 0.14% | 54 |
|
|
2023
Q1 | $291K | Buy |
15,652
+143
| +0.9% | +$2.65K | 0.15% | 59 |
|
|
2022
Q4 | $334K | Buy |
15,509
+151
| +1% | +$3.26K | 0.2% | 57 |
|
|
2022
Q3 | $308K | Buy |
15,358
+138
| +0.9% | +$2.77K | 0.22% | 49 |
|
|
2022
Q2 | $285K | Buy |
15,220
+117
| +0.8% | +$2.19K | 0.2% | 48 |
|
|
2022
Q1 | $336K | Buy |
15,103
+113
| +0.8% | +$2.51K | 0.23% | 42 |
|
|
2021
Q4 | $327K | Buy |
+14,990
| New | +$327K | 0.26% | 39 |
|