Heritage Trust’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-1,250
| Closed | -$17K | – | 362 |
|
2018
Q4 | $17K | Hold |
1,250
| – | – | 0.01% | 265 |
|
2018
Q3 | $23K | Hold |
1,250
| – | – | 0.01% | 254 |
|
2018
Q2 | $22K | Hold |
1,250
| – | – | 0.01% | 246 |
|
2018
Q1 | $23K | Hold |
1,250
| – | – | 0.01% | 242 |
|
2017
Q4 | $22K | Buy |
+1,250
| New | +$22K | 0.01% | 232 |
|