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