J.P. Morgan Private Wealth Advisors’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.36M | Buy |
+137,313
| New | +$2.36M | 0.01% | 686 |
|
|
2023
Q2 | – | Sell |
-124,649
| Closed | -$2.31M | – | 1826 |
|
|
2023
Q1 | $2.31M | Sell |
124,649
-85,425
| -41% | -$1.59M | ﹤0.01% | 829 |
|
|
2022
Q4 | $4.53M | Buy |
210,074
+4,547
| +2% | +$98K | 0.01% | 601 |
|
|
2022
Q3 | $4.13M | Buy |
205,527
+97,735
| +91% | +$1.96M | 0.01% | 612 |
|
|
2022
Q2 | $2.02M | Buy |
107,792
+145
| +0.1% | +$2.72K | 0.01% | 847 |
|
|
2022
Q1 | $2.4M | Sell |
107,647
-136,860
| -56% | -$3.05M | 0.01% | 840 |
|
|
2021
Q4 | $5.33M | Sell |
244,507
-8,207
| -3% | -$179K | 0.01% | 593 |
|
|
2021
Q3 | $5.39M | Buy |
252,714
+11,281
| +5% | +$240K | 0.01% | 577 |
|
|
2021
Q2 | $4.87M | Sell |
241,433
-26,076
| -10% | -$526K | 0.01% | 602 |
|
|
2021
Q1 | $5.53M | Sell |
267,509
-23,240
| -8% | -$480K | 0.02% | 487 |
|
|
2020
Q4 | $4.69M | Sell |
290,749
-8,619
| -3% | -$139K | 0.02% | 499 |
|
|
2020
Q3 | $3.45M | Sell |
299,368
-6,818
| -2% | -$78.6K | 0.01% | 516 |
|
|
2020
Q2 | $3.41M | Sell |
306,186
-3,976
| -1% | -$44.2K | 0.02% | 452 |
|
|
2020
Q1 | $2.78M | Sell |
310,162
-35,535
| -10% | -$319K | 0.02% | 458 |
|
|
2019
Q4 | $5.93M | Sell |
345,697
-27,514
| -7% | -$472K | 0.03% | 390 |
|
|
2019
Q3 | $5.9M | Buy |
373,211
+1,512
| +0.4% | +$23.9K | 0.03% | 372 |
|
|
2019
Q2 | $5.55M | Sell |
371,699
-26,215
| -7% | -$392K | 0.03% | 366 |
|
|
2019
Q1 | $5.63M | Buy |
397,914
+18,185
| +5% | +$257K | 0.03% | 383 |
|
|
2018
Q4 | $5.08M | Buy |
379,729
+13,812
| +4% | +$185K | 0.03% | 357 |
|
|
2018
Q3 | $6.72M | Buy |
365,917
+1,648
| +0.5% | +$30.2K | 0.03% | 367 |
|
|
2018
Q2 | $6.48M | Buy |
364,269
+8,685
| +2% | +$154K | 0.04% | 348 |
|
|
2018
Q1 | $6.61M | Sell |
355,584
-7,140
| -2% | -$133K | 0.04% | 285 |
|
|
2017
Q4 | $6.27M | Sell |
362,724
-1,240
| -0.3% | -$21.4K | 0.04% | 298 |
|
|
2017
Q3 | $5.54M | Buy |
363,964
+16,525
| +5% | +$252K | 0.04% | 302 |
|
|
2017
Q2 | $5.09M | Buy |
347,439
+2,674
| +0.8% | +$39.2K | 0.04% | 297 |
|
|
2017
Q1 | $5.01M | Sell |
344,765
-4,715
| -1% | -$68.5K | 0.04% | 300 |
|
|
2016
Q4 | $5.02M | Sell |
349,480
-35,255
| -9% | -$506K | 0.04% | 280 |
|
|
2016
Q3 | $3.8M | Sell |
384,735
-44,100
| -10% | -$435K | 0.04% | 311 |
|
|
2016
Q2 | $3.65M | Sell |
428,835
-145,149
| -25% | -$1.24M | 0.04% | 321 |
|
|
2016
Q1 | $4.51M | Sell |
573,984
-416,794
| -42% | -$3.27M | 0.04% | 263 |
|
|
2015
Q4 | $9.51M | Sell |
990,778
-439,200
| -31% | -$4.22M | 0.1% | 183 |
|
|
2015
Q3 | $12.9M | Sell |
1,429,978
-105,183
| -7% | -$948K | 0.16% | 141 |
|
|
2015
Q2 | $15.9M | Sell |
1,535,161
-255,530
| -14% | -$2.65M | 0.18% | 136 |
|
|
2015
Q1 | $16.9M | Sell |
1,790,691
-521,606
| -23% | -$4.93M | 0.19% | 129 |
|
|
2014
Q4 | $24.4M | Sell |
2,312,297
-36,728
| -2% | -$388K | 0.29% | 90 |
|
|
2014
Q3 | $23.6M | Sell |
2,349,025
-385,394
| -14% | -$3.87M | 0.3% | 89 |
|
|
2014
Q2 | $29M | Buy |
2,734,419
+168,700
| +7% | +$1.79M | 0.49% | 59 |
|
|
2014
Q1 | $28.5M | Buy |
2,565,719
+239,904
| +10% | +$2.67M | 0.52% | 51 |
|
|
2013
Q4 | $23M | Buy |
2,325,815
+180,989
| +8% | +$1.79M | 0.46% | 66 |
|
|
2013
Q3 | $19.9M | Buy |
2,144,826
+185,151
| +9% | +$1.71M | 0.45% | 73 |
|
|
2013
Q2 | $18.7M | Buy |
+1,959,675
| New | +$18.7M | 0.46% | 65 |
|