Lee, Danner & Bass’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 | $6.1M | Sell |
259,300
-1,140
| -0.4% | -$26.8K | 0.47% | 43 |
|
|
2025
Q1 | $5.66M | Sell |
260,440
-507
| -0.2% | -$11K | 0.46% | 47 |
|
|
2024
Q4 | $6.14M | Buy |
260,947
+48,662
| +23% | +$1.14M | 0.49% | 43 |
|
|
2024
Q3 | $4.95M | Buy |
212,285
+1,243
| +0.6% | +$29K | 0.35% | 56 |
|
|
2024
Q2 | $4.23M | Buy |
+211,042
| New | +$4.23M | 0.33% | 63 |
|
|
2023
Q4 | $3.99M | Sell |
205,960
-27,808
| -12% | -$539K | 0.34% | 68 |
|
|
2023
Q3 | $4.02M | Sell |
233,768
-41
| -0% | -$705 | 0.36% | 61 |
|
|
2023
Q2 | $4.17M | Buy |
233,809
+41
| +0% | +$731 | 0.36% | 64 |
|
|
2023
Q1 | $4.34M | Hold |
233,768
| – | – | 0.4% | 60 |
|
|
2022
Q4 | $5.04M | Hold |
233,768
| – | – | 0.48% | 55 |
|
|
2022
Q3 | $4.69M | Hold |
233,768
| – | – | 0.5% | 56 |
|
|
2022
Q2 | $4.38M | Hold |
233,768
| – | – | 0.44% | 58 |
|
|
2022
Q1 | $5.2M | Sell |
233,768
-3,273
| -1% | -$72.9K | 0.44% | 57 |
|
|
2021
Q4 | $5.17M | Hold |
237,041
| – | – | 0.44% | 56 |
|
|
2021
Q3 | $5.05M | Sell |
237,041
-7
| -0% | -$149 | 0.47% | 57 |
|
|
2021
Q2 | $4.78M | Hold |
237,048
| – | – | 0.43% | 57 |
|
|
2021
Q1 | $4.9M | Sell |
237,048
-2,547
| -1% | -$52.6K | 0.47% | 55 |
|
|
2020
Q4 | $3.86M | Sell |
239,595
-4,470
| -2% | -$72.1K | 0.41% | 62 |
|
|
2020
Q3 | $2.81M | Hold |
244,065
| – | – | 0.33% | 69 |
|
|
2020
Q2 | $2.71M | Sell |
244,065
-5,000
| -2% | -$55.6K | 0.35% | 71 |
|
|
2020
Q1 | $2.23M | Buy |
249,065
+99,825
| +67% | +$895K | 0.32% | 69 |
|
|
2019
Q4 | $2.56M | Sell |
149,240
-900
| -0.6% | -$15.4K | 0.27% | 80 |
|
|
2019
Q3 | $2.38M | Hold |
150,140
| – | – | 0.25% | 81 |
|
|
2019
Q2 | $2.24M | Buy |
150,140
+62,247
| +71% | +$930K | 0.24% | 82 |
|
|
2019
Q1 | $1.24M | Sell |
87,893
-3,524
| -4% | -$49.9K | 0.14% | 98 |
|
|
2018
Q4 | $1.22M | Sell |
91,417
-7,273
| -7% | -$97.3K | 0.14% | 103 |
|
|
2018
Q3 | $1.81M | Buy |
98,690
+375
| +0.4% | +$6.88K | 0.18% | 93 |
|
|
2018
Q2 | $1.75M | Sell |
98,315
-1,489
| -1% | -$26.5K | 0.19% | 93 |
|
|
2018
Q1 | $1.85M | Sell |
99,804
-8,362
| -8% | -$155K | 0.19% | 90 |
|
|
2017
Q4 | $1.87M | Buy |
108,166
+402
| +0.4% | +$6.95K | 0.19% | 92 |
|
|
2017
Q3 | $1.64M | Sell |
107,764
-4,548
| -4% | -$69.3K | 0.18% | 93 |
|
|
2017
Q2 | $1.64M | Buy |
112,312
+774
| +0.7% | +$11.3K | 0.18% | 92 |
|
|
2017
Q1 | $1.62M | Sell |
111,538
-6,000
| -5% | -$87.2K | 0.18% | 89 |
|
|
2016
Q4 | $1.69M | Sell |
117,538
-1,797
| -2% | -$25.8K | 0.2% | 86 |
|
|
2016
Q3 | $1.18M | Hold |
119,335
| – | – | 0.14% | 98 |
|
|
2016
Q2 | $1.02M | Sell |
119,335
-1,797
| -1% | -$15.3K | 0.12% | 101 |
|
|
2016
Q1 | $1.14M | Buy |
121,132
+36,366
| +43% | +$342K | 0.14% | 94 |
|
|
2015
Q4 | $814K | Sell |
84,766
-1,200
| -1% | -$11.5K | 0.11% | 107 |
|
|
2015
Q3 | $775K | Buy |
85,966
+7
| +0% | +$63 | 0.1% | 109 |
|
|
2015
Q2 | $891K | Hold |
85,959
| – | – | 0.11% | 106 |
|
|
2015
Q1 | $812K | Sell |
85,959
-1,810
| -2% | -$17.1K | 0.1% | 105 |
|
|
2014
Q4 | $927K | Sell |
87,769
-4,860
| -5% | -$51.3K | 0.11% | 99 |
|
|
2014
Q3 | $930K | Buy |
92,629
+16,469
| +22% | +$165K | 0.12% | 99 |
|
|
2014
Q2 | $809K | Buy |
76,160
+4,529
| +6% | +$48.1K | 0.1% | 101 |
|
|
2014
Q1 | $796K | Buy |
71,631
+1,510
| +2% | +$16.8K | 0.1% | 101 |
|
|
2013
Q4 | $693K | Buy |
70,121
+5,797
| +9% | +$57.3K | 0.09% | 100 |
|
|
2013
Q3 | $596K | Hold |
64,324
| – | – | 0.08% | 102 |
|
|
2013
Q2 | $613K | Buy |
+64,324
| New | +$613K | 0.09% | 103 |
|