Mather Group’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,967
| Closed | -$108K | – | 1463 |
|
|
2025
Q1 | $108K | Sell |
4,967
-267
| -5% | -$5.8K | ﹤0.01% | 729 |
|
|
2024
Q4 | $123K | Buy |
5,234
+1,241
| +31% | +$29.2K | ﹤0.01% | 696 |
|
|
2024
Q3 | $93.2K | Buy |
3,993
+389
| +11% | +$9.08K | ﹤0.01% | 752 |
|
|
2024
Q2 | $75.8K | Buy |
3,604
+1,121
| +45% | +$23.6K | ﹤0.01% | 885 |
|
|
2024
Q1 | $48.1K | Buy |
+2,483
| New | +$48.1K | ﹤0.01% | 882 |
|
|
2023
Q3 | – | Sell |
-14,356
| Closed | -$256K | – | 607 |
|
|
2023
Q2 | $256K | Buy |
14,356
+301
| +2% | +$5.36K | ﹤0.01% | 487 |
|
|
2023
Q1 | $261K | Sell |
14,055
-161
| -1% | -$2.99K | ﹤0.01% | 431 |
|
|
2022
Q4 | $306K | Buy |
14,216
+240
| +2% | +$5.17K | 0.01% | 386 |
|
|
2022
Q3 | $280K | Sell |
13,976
-1,407
| -9% | -$28.2K | 0.01% | 380 |
|
|
2022
Q2 | $288K | Sell |
15,383
-912
| -6% | -$17.1K | 0.01% | 318 |
|
|
2022
Q1 | $363K | Buy |
+16,295
| New | +$363K | 0.01% | 315 |
|
|
2021
Q2 | – | Sell |
-12,228
| Closed | -$253K | – | 293 |
|
|
2021
Q1 | $253K | Sell |
12,228
-11,783
| -49% | -$244K | 0.01% | 227 |
|
|
2020
Q4 | $387K | Buy |
24,011
+100
| +0.4% | +$1.61K | 0.01% | 158 |
|
|
2020
Q3 | $276K | Buy |
23,911
+285
| +1% | +$3.29K | 0.01% | 192 |
|
|
2020
Q2 | $263K | Buy |
+23,626
| New | +$263K | 0.01% | 179 |
|