Lee Financial’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-295
| Closed | -$5.15K | – | 912 |
|
|
2023
Q3 | $5.15K | Hold |
295
| – | – | ﹤0.01% | 515 |
|
|
2023
Q2 | $5.3K | Buy |
295
+203
| +221% | +$3.65K | ﹤0.01% | 500 |
|
|
2023
Q1 | $1.76K | Sell |
92
-197
| -68% | -$3.77K | ﹤0.01% | 698 |
|
|
2022
Q4 | $6.23K | Sell |
289
-290
| -50% | -$6.25K | ﹤0.01% | 517 |
|
|
2022
Q3 | $11K | Buy |
579
+215
| +59% | +$4.09K | ﹤0.01% | 421 |
|
|
2022
Q2 | $7K | Sell |
364
-62
| -15% | -$1.19K | ﹤0.01% | 512 |
|
|
2022
Q1 | $9K | Buy |
426
+92
| +28% | +$1.94K | ﹤0.01% | 455 |
|
|
2021
Q4 | $7K | Buy |
334
+157
| +89% | +$3.29K | ﹤0.01% | 556 |
|
|
2021
Q3 | $4K | Hold |
177
| – | – | ﹤0.01% | 523 |
|
|
2021
Q2 | $4K | Buy |
+177
| New | +$4K | ﹤0.01% | 485 |
|
|
2020
Q4 | – | Sell |
-79
| Closed | -$1K | – | 534 |
|
|
2020
Q3 | $1K | Buy |
+79
| New | +$1K | ﹤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% | -$34K | 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% | -$5.92K | 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 | +$62K | 0.03% | 164 |
|