Mark Sheptoff Financial Planning’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-800
| Closed | -$18.8K | – | 461 |
|
|
2024
Q4 | $18.8K | Buy |
800
+500
| +167% | +$11.8K | 0.01% | 263 |
|
|
2024
Q3 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 342 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$22K | – | 422 |
|
|
2022
Q1 | $22K | Hold |
1,000
| – | – | 0.01% | 238 |
|
|
2021
Q4 | $22K | Hold |
1,000
| – | – | 0.01% | 247 |
|
|
2021
Q3 | $21K | Sell |
1,000
-500
| -33% | -$10.5K | 0.01% | 242 |
|
|
2021
Q2 | $30K | Sell |
1,500
-300
| -17% | -$6K | 0.02% | 233 |
|
|
2021
Q1 | $37K | Sell |
1,800
-700
| -28% | -$14.4K | 0.02% | 189 |
|
|
2020
Q4 | $40K | Buy |
+2,500
| New | +$40K | 0.02% | 177 |
|
|
2015
Q4 | – | Sell |
-212
| Closed | -$2K | – | 421 |
|
|
2015
Q3 | $2K | Buy |
+212
| New | +$2K | ﹤0.01% | 352 |
|
|
2015
Q1 | – | Sell |
-4,806
| Closed | -$51K | – | 343 |
|
|
2014
Q4 | $51K | Sell |
4,806
-6,548
| -58% | -$69.5K | 0.05% | 168 |
|
|
2014
Q3 | $114K | Sell |
11,354
-24,699
| -69% | -$248K | 0.1% | 133 |
|
|
2014
Q2 | $383K | Buy |
36,053
+25,601
| +245% | +$272K | 0.33% | 74 |
|
|
2014
Q1 | $116K | Buy |
+10,452
| New | +$116K | 0.1% | 139 |
|