Keebeck 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-68,116
| Closed | -$1.48M | – | 258 |
|
|
2022
Q4 | $1.48M | Sell |
68,116
-368
| -0.5% | -$8.01K | 0.26% | 87 |
|
|
2022
Q3 | $1.39M | Buy |
68,484
+7,294
| +12% | +$148K | 0.27% | 88 |
|
|
2022
Q2 | $1.16M | Buy |
61,190
+10,551
| +21% | +$200K | 0.22% | 101 |
|
|
2022
Q1 | $1.14M | Buy |
50,639
+6,373
| +14% | +$143K | 0.19% | 110 |
|
|
2021
Q4 | $972K | Buy |
44,266
+3,263
| +8% | +$71.6K | 0.17% | 109 |
|
|
2021
Q3 | $880K | Buy |
41,003
+6,727
| +20% | +$144K | 0.17% | 111 |
|
|
2021
Q2 | $697K | Buy |
34,276
+6,756
| +25% | +$137K | 0.1% | 140 |
|
|
2021
Q1 | $569K | Buy |
+27,520
| New | +$569K | 0.09% | 152 |
|
|
2020
Q3 | – | Sell |
-1,071
| Closed | -$12K | – | 317 |
|
|
2020
Q2 | $12K | Buy |
+1,071
| New | +$12K | ﹤0.01% | 305 |
|
|
2020
Q1 | – | Sell |
-1,071
| Closed | -$18K | – | 292 |
|
|
2019
Q4 | $18K | Buy |
+1,071
| New | +$18K | 0.01% | 272 |
|