JNBA Financial Advisors’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 |
-50
| Closed | -$1.17K | – | 665 |
|
2024
Q3 | $1.17K | Buy |
+50
| New | +$1.17K | ﹤0.01% | 623 |
|
2024
Q2 | – | Sell |
-118
| Closed | -$2.48K | – | 668 |
|
2024
Q1 | $2.48K | Hold |
118
| – | – | ﹤0.01% | 587 |
|
2023
Q4 | $2.29K | Hold |
118
| – | – | ﹤0.01% | 605 |
|
2023
Q3 | $2.03K | Hold |
118
| – | – | ﹤0.01% | 628 |
|
2023
Q2 | $2.1K | Hold |
118
| – | – | ﹤0.01% | 616 |
|
2023
Q1 | $2.19K | Hold |
118
| – | – | ﹤0.01% | 613 |
|
2022
Q4 | $2.54K | Hold |
118
| – | – | ﹤0.01% | 564 |
|
2022
Q3 | $2K | Hold |
118
| – | – | ﹤0.01% | 615 |
|
2022
Q2 | $2K | Hold |
118
| – | – | ﹤0.01% | 660 |
|
2022
Q1 | $3K | Hold |
118
| – | – | ﹤0.01% | 604 |
|
2021
Q4 | $3K | Hold |
118
| – | – | ﹤0.01% | 707 |
|
2021
Q3 | $3K | Hold |
118
| – | – | ﹤0.01% | 647 |
|
2021
Q2 | $2K | Hold |
118
| – | – | ﹤0.01% | 634 |
|
2021
Q1 | $2K | Hold |
118
| – | – | ﹤0.01% | 607 |
|
2020
Q4 | $2K | Buy |
+118
| New | +$2K | ﹤0.01% | 565 |
|
2018
Q4 | – | Sell |
-110,500
| Closed | -$2.03M | – | 687 |
|
2018
Q3 | $2.03M | Buy |
110,500
+107,750
| +3,918% | +$1.98M | 0.91% | 40 |
|
2018
Q2 | $49K | Hold |
2,750
| – | – | 0.01% | 228 |
|
2018
Q1 | $51K | Hold |
2,750
| – | – | 0.01% | 222 |
|
2017
Q4 | $48K | Hold |
2,750
| – | – | 0.01% | 221 |
|
2017
Q3 | $42K | Hold |
2,750
| – | – | 0.01% | 225 |
|
2017
Q2 | $40K | Hold |
2,750
| – | – | 0.01% | 224 |
|
2017
Q1 | $40K | Hold |
2,750
| – | – | 0.01% | 220 |
|
2016
Q4 | $39K | Sell |
2,750
-1,905
| -41% | -$27K | 0.01% | 227 |
|
2016
Q3 | $46K | Buy |
4,655
+1,905
| +69% | +$18.8K | 0.01% | 554 |
|
2016
Q2 | $23K | Buy |
+2,750
| New | +$23K | 0.01% | 275 |
|
2014
Q4 | – | Sell |
-138
| Closed | -$1K | – | 584 |
|
2014
Q3 | $1K | Buy |
+138
| New | +$1K | ﹤0.01% | 561 |
|