LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-550
| Closed | -$8.49K | – | 589 |
|
|
2023
Q3 | $8.49K | Hold |
550
| – | – | ﹤0.01% | 526 |
|
|
2023
Q2 | $9.8K | Hold |
550
| – | – | ﹤0.01% | 542 |
|
|
2023
Q1 | $10.2K | Hold |
550
| – | – | ﹤0.01% | 512 |
|
|
2022
Q4 | $11.9K | Hold |
550
| – | – | ﹤0.01% | 493 |
|
|
2022
Q3 | $11K | Buy |
+550
| New | +$11K | ﹤0.01% | 522 |
|
|
2021
Q3 | – | Sell |
-148
| Closed | -$3K | – | 899 |
|
|
2021
Q2 | $3K | Buy |
+148
| New | +$3K | ﹤0.01% | 808 |
|
|
2019
Q3 | – | Sell |
-225
| Closed | -$3K | – | 723 |
|
|
2019
Q2 | $3K | Hold |
225
| – | – | ﹤0.01% | 646 |
|
|
2019
Q1 | $3K | Buy |
225
+113
| +101% | +$1.51K | ﹤0.01% | 625 |
|
|
2018
Q4 | $1K | Hold |
112
| – | – | ﹤0.01% | 674 |
|
|
2018
Q3 | $2K | Hold |
112
| – | – | ﹤0.01% | 608 |
|
|
2018
Q2 | $2K | Hold |
112
| – | – | ﹤0.01% | 620 |
|
|
2018
Q1 | $2K | Hold |
112
| – | – | ﹤0.01% | 668 |
|
|
2017
Q4 | $2K | Hold |
112
| – | – | ﹤0.01% | 660 |
|
|
2017
Q3 | $2K | Buy |
+112
| New | +$2K | ﹤0.01% | 661 |
|
|
2016
Q3 | – | Sell |
-201
| Closed | -$2K | – | 636 |
|
|
2016
Q2 | $2K | Buy |
+201
| New | +$2K | ﹤0.01% | 619 |
|