JFS Wealth 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 | $4.63K | Sell |
197
-279
| -59% | -$6.56K | ﹤0.01% | 1112 |
|
2025
Q1 | $10.3K | Buy |
476
+154
| +48% | +$3.35K | ﹤0.01% | 874 |
|
2024
Q4 | $7.57K | Buy |
322
+87
| +37% | +$2.05K | ﹤0.01% | 957 |
|
2024
Q3 | $5.48K | Sell |
235
-128
| -35% | -$2.99K | ﹤0.01% | 1084 |
|
2024
Q2 | $7.28K | Sell |
363
-35
| -9% | -$701 | ﹤0.01% | 903 |
|
2024
Q1 | $8.37K | Buy |
398
+72
| +22% | +$1.52K | ﹤0.01% | 878 |
|
2023
Q4 | $6.32K | Buy |
326
+1
| +0.3% | +$19 | ﹤0.01% | 962 |
|
2023
Q3 | $5.59K | Buy |
325
+67
| +26% | +$1.15K | ﹤0.01% | 952 |
|
2023
Q2 | $4.6K | Buy |
258
+111
| +76% | +$1.98K | ﹤0.01% | 1043 |
|
2023
Q1 | $2.73K | Sell |
147
-206
| -58% | -$3.82K | ﹤0.01% | 1239 |
|
2022
Q4 | $7.61K | Sell |
353
-13
| -4% | -$280 | ﹤0.01% | 817 |
|
2022
Q3 | $7K | Buy |
366
+145
| +66% | +$2.77K | ﹤0.01% | 871 |
|
2022
Q2 | $4K | Sell |
221
-62
| -22% | -$1.12K | ﹤0.01% | 1109 |
|
2022
Q1 | $6K | Buy |
283
+174
| +160% | +$3.69K | ﹤0.01% | 996 |
|
2021
Q4 | $2K | Buy |
+109
| New | +$2K | ﹤0.01% | 1144 |
|
2015
Q1 | – | Sell |
-1,459
| Closed | -$15K | – | 537 |
|
2014
Q4 | $15K | Buy |
+1,459
| New | +$15K | ﹤0.01% | 324 |
|