Liberty Wealth Management’s Regions Financial RF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,472
Closed -$65K 881
2021
Q3
$65K Buy
2,472
+1,501
+155% +$39.5K 0.02% 373
2021
Q2
$20K Sell
971
-1,353
-58% -$27.9K 0.01% 509
2021
Q1
$40K Hold
2,324
0.02% 326
2020
Q4
$40K Buy
2,324
+1,139
+96% +$19.6K 0.02% 322
2020
Q3
$14K Sell
1,185
-295
-20% -$3.49K 0.01% 466
2020
Q2
$16K Buy
1,480
+517
+54% +$5.59K 0.01% 419
2020
Q1
$9K Buy
963
+7
+0.7% +$65 0.01% 486
2019
Q4
$16K Buy
956
+7
+0.7% +$117 0.01% 448
2019
Q3
$15K Buy
949
+7
+0.7% +$111 0.01% 442
2019
Q2
$14K Buy
+942
New +$14K 0.01% 467