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Lee Financial’s Regions Financial RF Stock Holding History

Lee Financial’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-295
Closed -$5.14K – 912
2023
Q3 		$5.14K Hold
295
– – ﹤0.01% 515
2023
Q2 		$5.3K Buy
295
+203
+221% +$3.58K ﹤0.01% 500
2023
Q1 		$1.76K Sell
92
-197
-68% -$4.29K ﹤0.01% 698
2022
Q4 		$6.23K Sell
289
-290
-50% -$6.29K ﹤0.01% 517
2022
Q3 		$11K Buy
579
+215
+59% +$4.54K ﹤0.01% 421
2022
Q2 		$7K Sell
364
-62
-15% -$1.28K ﹤0.01% 512
2022
Q1 		$9K Buy
426
+92
+28% +$2.17K ﹤0.01% 455
2021
Q4 		$7K Buy
334
+157
+89% +$3.59K ﹤0.01% 556
2021
Q3 		$4K Hold
177
– – ﹤0.01% 523
2021
Q2 		$4K Buy
+177
New +$3.83K ﹤0.01% 485
2020
Q4 		– Sell
-79
Closed -$1K – 534
2020
Q3 		$1K Buy
+79
New +$881 ﹤0.01% 521
2020
Q2 		– Sell
-2,000
Closed -$18K – 542
2020
Q1 		$18K Hold
2,000
– – 0.01% 236
2019
Q4 		$34K Sell
2,000
-2,000
-50% -$32.9K 0.01% 214
2019
Q3 		$63K Hold
4,000
– – 0.01% 175
2019
Q2 		$60K Hold
4,000
– – 0.01% 188
2019
Q1 		$57K Hold
4,000
– – 0.01% 187
2018
Q4 		$54K Hold
4,000
– – 0.01% 177
2018
Q3 		$73K Hold
4,000
– – 0.02% 178
2018
Q2 		$71K Hold
4,000
– – 0.02% 238
2018
Q1 		$74K Sell
4,000
-320
-7% -$6.06K 0.02% 234
2017
Q4 		$75K Hold
4,320
– – 0.02% 168
2017
Q3 		$66K Hold
4,320
– – 0.02% 163
2017
Q2 		$63K Hold
4,320
– – 0.02% 178
2017
Q1 		$63K Hold
4,320
– – 0.03% 160
2016
Q4 		$62K Buy
+4,320
New +$53.4K 0.03% 164

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Lee Financial's RF Position: Q4 2023 in Review

Lee Financial sold out of Regions Financial (RF) in Q4 2023, closing a stake of 295 shares — an estimated $5.14K sold.

Lee Financial first reported a position in RF in Q4 2016 and held it in 25 quarters. The position peaked at $75K in Q4 2017. 812 funds tracked by Wall St. Rank hold RF as of Q4 2023.

  • Lee Financial reported no remaining Regions Financial position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 295 Regions Financial shares in Q4 2023, an estimated $5.14K.
  • Lee Financial first reported a position in Regions Financial in Q4 2016 and held it in 25 quarters.
  • Lee Financial's Regions Financial position peaked at $75K in Q4 2017.
  • 812 funds tracked by Wall St. Rank held Regions Financial as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.