Lloyd Advisory Services’s Regions Financial RF Stock Holding History

Lloyd Advisory Services’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
2022 Q2	–	Sell	-18	Closed	–	–	445
2022 Q1	$0	Sell	18 -2,837	-99%	-$66.8K	﹤0.01%	649
2021 Q4	$62K	Sell	2,855 -1,086	-28%	-$24.8K	0.03%	177
2021 Q3	$84K	Buy	3,941 +1,336	+51%	+$26.6K	0.04%	132
2021 Q2	$53K	Sell	2,605 -1,211	-32%	-$26.2K	0.03%	148
2021 Q1	$79K	Sell	3,816 -2,661	-41%	-$52K	0.04%	112
2020 Q4	$104K	Sell	6,477 -503	-7%	-$7.27K	0.06%	81
2020 Q3	$80K	Sell	6,980 -819	-11%	-$9.14K	0.05%	85
2020 Q2	$87K	Buy	7,799 +2,527	+48%	+$26.9K	0.05%	86
2020 Q1	$47K	Sell	5,272 -584	-10%	-$8.18K	0.03%	90
2019 Q4	$100K	Buy	+5,856	New	+$96.4K	0.09%	93

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lloyd Advisory Services's RF Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Regions Financial (RF) in Q2 2022, closing a stake of 18 shares.

Lloyd Advisory Services first reported a position in RF in Q4 2019 and held it in 10 quarters. The position peaked at $104K in Q4 2020. 802 funds tracked by Wall St. Rank hold RF as of Q2 2022.

Lloyd Advisory Services reported no remaining Regions Financial position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 18 Regions Financial shares in Q2 2022.
Lloyd Advisory Services first reported a position in Regions Financial in Q4 2019 and held it in 10 quarters.
Lloyd Advisory Services's Regions Financial position peaked at $104K in Q4 2020.
802 funds tracked by Wall St. Rank held Regions Financial as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.