Heritage Wealth Management (Arizona)’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.52M | Buy |
117,075
+62,538
| +115% | +$1.35M | 0.36% | 48 |
|
|
2022
Q3 | $1.1M | Buy |
54,537
+2,099
| +4% | +$42.1K | 0.35% | 52 |
|
|
2022
Q2 | $983K | Sell |
52,438
-480
| -0.9% | -$9K | 0.33% | 58 |
|
|
2022
Q1 | $1.18M | Buy |
+52,918
| New | +$1.18M | 0.32% | 62 |
|
|
2021
Q3 | $771K | Buy |
36,178
+4,828
| +15% | +$103K | 0.27% | 68 |
|
|
2021
Q2 | $633K | Buy |
+31,350
| New | +$633K | 0.24% | 80 |
|