Mattern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,506
| Closed | -$227K | – | 176 |
|
|
2022
Q4 | $227K | Hold |
10,506
| – | – | 0.09% | 149 |
|
|
2022
Q3 | $211K | Hold |
10,506
| – | – | 0.08% | 150 |
|
|
2022
Q2 | $197K | Buy |
10,506
+1,000
| +11% | +$18.8K | 0.08% | 149 |
|
|
2022
Q1 | $212K | Buy |
+9,506
| New | +$212K | 0.07% | 150 |
|
|
2020
Q4 | – | Sell |
-10,506
| Closed | -$121K | – | 158 |
|
|
2020
Q3 | $121K | Sell |
10,506
-3,000
| -22% | -$34.6K | 0.05% | 140 |
|
|
2020
Q2 | $150K | Buy |
13,506
+43
| +0.3% | +$478 | 0.07% | 135 |
|
|
2020
Q1 | $121K | Sell |
13,463
-4,979
| -27% | -$44.7K | 0.09% | 115 |
|
|
2019
Q4 | $316K | Buy |
+18,442
| New | +$316K | 0.19% | 107 |
|