Level Four Advisory Services’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-12,198
| Closed | -$217K | – | 832 |
|
2023
Q2 | $217K | Buy |
12,198
+819
| +7% | +$14.6K | 0.01% | 715 |
|
2023
Q1 | $211K | Buy |
11,379
+1,932
| +20% | +$35.9K | 0.01% | 678 |
|
2022
Q4 | $204K | Buy |
+9,447
| New | +$204K | 0.02% | 614 |
|
2022
Q2 | – | Sell |
-14,822
| Closed | -$330K | – | 628 |
|
2022
Q1 | $330K | Sell |
14,822
-7,014
| -32% | -$156K | 0.03% | 493 |
|
2021
Q4 | $476K | Buy |
21,836
+8,132
| +59% | +$177K | 0.04% | 406 |
|
2021
Q3 | $292K | Sell |
13,704
-5,272
| -28% | -$112K | 0.03% | 396 |
|
2021
Q2 | $383K | Sell |
18,976
-16,663
| -47% | -$336K | 0.03% | 473 |
|
2021
Q1 | $736K | Buy |
35,639
+399
| +1% | +$8.24K | 0.06% | 309 |
|
2020
Q4 | $568K | Sell |
35,240
-1,826
| -5% | -$29.4K | 0.05% | 348 |
|
2020
Q3 | $427K | Buy |
37,066
+571
| +2% | +$6.58K | 0.03% | 377 |
|
2020
Q2 | $404K | Sell |
36,495
-1,270
| -3% | -$14.1K | 0.03% | 407 |
|
2020
Q1 | $340K | Buy |
37,765
+16,254
| +76% | +$146K | 0.04% | 364 |
|
2019
Q4 | $3.18M | Buy |
21,511
+10,555
| +96% | +$1.56M | 0.13% | 179 |
|
2019
Q3 | $173K | Buy |
+10,956
| New | +$173K | 0.02% | 488 |
|