Jamison Private Wealth Management’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,250
| Closed | -$122K | – | 405 |
|
|
2024
Q3 | $122K | Buy |
5,250
+14
| +0.3% | +$327 | 0.02% | 218 |
|
|
2024
Q2 | $105K | Buy |
5,236
+14
| +0.3% | +$281 | 0.02% | 215 |
|
|
2024
Q1 | $110K | Sell |
5,222
-2,778
| -35% | -$58.5K | 0.02% | 211 |
|
|
2023
Q4 | $155K | Buy |
8,000
+17
| +0.2% | +$329 | 0.03% | 181 |
|
|
2023
Q3 | $137K | Buy |
+7,983
| New | +$137K | 0.03% | 179 |
|