J.W. Cole Advisors’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 | $940K | Buy |
39,976
+2,726
| +7% | +$64.1K | 0.02% | 690 |
|
|
2025
Q1 | $809K | Buy |
37,250
+4,887
| +15% | +$106K | 0.03% | 602 |
|
|
2024
Q4 | $761K | Buy |
32,363
+8,175
| +34% | +$192K | 0.03% | 498 |
|
|
2024
Q3 | $564K | Sell |
24,188
-608
| -2% | -$14.2K | 0.02% | 558 |
|
|
2024
Q2 | $497K | Sell |
24,796
-563
| -2% | -$11.3K | 0.02% | 520 |
|
|
2024
Q1 | $534K | Buy |
25,359
+1,439
| +6% | +$30.3K | 0.03% | 516 |
|
|
2023
Q4 | $464K | Buy |
23,920
+287
| +1% | +$5.56K | 0.03% | 513 |
|
|
2023
Q3 | $406K | Sell |
23,633
-3,080
| -12% | -$53K | 0.03% | 468 |
|
|
2023
Q2 | $476K | Sell |
26,713
-2,934
| -10% | -$52.3K | 0.03% | 439 |
|
|
2023
Q1 | $550K | Buy |
29,647
+202
| +0.7% | +$3.75K | 0.04% | 423 |
|
|
2022
Q4 | $635K | Buy |
29,445
+424
| +1% | +$9.14K | 0.05% | 355 |
|
|
2022
Q3 | $582K | Buy |
29,021
+50
| +0.2% | +$1K | 0.05% | 355 |
|
|
2022
Q2 | $543K | Sell |
28,971
-3,550
| -11% | -$66.5K | 0.04% | 387 |
|
|
2022
Q1 | $724K | Sell |
32,521
-8,050
| -20% | -$179K | 0.05% | 354 |
|
|
2021
Q4 | $884K | Buy |
40,571
+489
| +1% | +$10.7K | 0.06% | 322 |
|
|
2021
Q3 | $854K | Buy |
+40,082
| New | +$854K | 0.06% | 185 |
|
|
2020
Q4 | – | Sell |
-15,907
| Closed | -$183K | – | 834 |
|
|
2020
Q3 | $183K | Buy |
+15,907
| New | +$183K | 0.01% | 683 |
|