Lake Street Advisors Group’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 | $456K | Buy |
19,173
+436
| +2% | +$10.4K | 0.02% | 343 |
|
2024
Q3 | $442K | Buy |
18,737
+275
| +1% | +$6.48K | 0.02% | 355 |
|
2024
Q2 | $374K | Sell |
18,462
-142
| -0.8% | -$2.88K | 0.02% | 384 |
|
2024
Q1 | $396K | Buy |
18,604
+483
| +3% | +$10.3K | 0.02% | 389 |
|
2023
Q4 | $356K | Buy |
18,121
+898
| +5% | +$17.6K | 0.02% | 395 |
|
2023
Q3 | $296K | Buy |
17,223
+163
| +1% | +$2.8K | 0.02% | 229 |
|
2023
Q2 | $304K | Sell |
17,060
-407
| -2% | -$7.25K | 0.02% | 227 |
|
2023
Q1 | $324K | Sell |
17,467
-243
| -1% | -$4.51K | 0.02% | 214 |
|
2022
Q4 | $382K | Sell |
17,710
-890
| -5% | -$19.2K | 0.03% | 206 |
|
2022
Q3 | $373K | Buy |
18,600
+588
| +3% | +$11.8K | 0.03% | 205 |
|
2022
Q2 | $338K | Sell |
18,012
-107
| -0.6% | -$2.01K | 0.02% | 181 |
|
2022
Q1 | $403K | Sell |
18,119
-1,977
| -10% | -$44K | 0.03% | 179 |
|
2021
Q4 | $438K | Buy |
20,096
+2
| +0% | +$44 | 0.03% | 177 |
|
2021
Q3 | $428K | Buy |
20,094
+2,791
| +16% | +$59.4K | 0.05% | 133 |
|
2021
Q2 | $360K | Sell |
17,303
-637
| -4% | -$13.3K | 0.03% | 213 |
|
2021
Q1 | $371K | Buy |
17,940
+55
| +0.3% | +$1.14K | 0.03% | 198 |
|
2020
Q4 | $288K | Buy |
17,885
+194
| +1% | +$3.12K | 0.02% | 231 |
|
2020
Q3 | $204K | Buy |
17,691
+349
| +2% | +$4.02K | 0.02% | 266 |
|
2020
Q2 | $193K | Sell |
17,342
-193
| -1% | -$2.15K | 0.02% | 259 |
|
2020
Q1 | $157K | Buy |
17,535
+2,435
| +16% | +$21.8K | 0.02% | 233 |
|
2019
Q4 | $259K | Hold |
15,100
| – | – | 0.03% | 209 |
|
2019
Q3 | $227K | Buy |
15,100
+722
| +5% | +$10.9K | 0.02% | 197 |
|
2019
Q2 | $215K | Buy |
14,378
+366
| +3% | +$5.47K | 0.02% | 201 |
|
2019
Q1 | $198K | Buy |
14,012
+74
| +0.5% | +$1.05K | 0.02% | 220 |
|
2018
Q4 | $186K | Sell |
13,938
-52
| -0.4% | -$694 | 0.02% | 187 |
|
2018
Q3 | $257K | Sell |
13,990
-4,793
| -26% | -$88K | 0.03% | 162 |
|
2018
Q2 | $334K | Sell |
18,783
-305
| -2% | -$5.42K | 0.03% | 206 |
|
2018
Q1 | $355K | Sell |
19,088
-837
| -4% | -$15.6K | 0.04% | 173 |
|
2017
Q4 | $344K | Buy |
+19,925
| New | +$344K | 0.04% | 191 |
|