MBM Wealth Consultants’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,031
| Closed | -$177K | – | 118 |
|
|
2023
Q3 | $177K | Buy |
11,031
+784
| +8% | +$12.6K | 0.08% | 103 |
|
|
2023
Q2 | $194K | Buy |
10,247
+3,773
| +58% | +$71.3K | 0.08% | 102 |
|
|
2023
Q1 | $184K | Hold |
6,474
| – | – | 0.08% | 103 |
|
|
2022
Q4 | $139K | Buy |
6,474
+1,999
| +45% | +$42.9K | 0.06% | 114 |
|
|
2022
Q3 | $92K | Buy |
4,475
+1,235
| +38% | +$25.4K | 0.04% | 117 |
|
|
2022
Q2 | $61K | Buy |
3,240
+122
| +4% | +$2.3K | 0.03% | 148 |
|
|
2022
Q1 | $69K | Buy |
3,118
+940
| +43% | +$20.8K | 0.03% | 166 |
|
|
2021
Q4 | $47K | Buy |
2,178
+640
| +42% | +$13.8K | 0.02% | 169 |
|
|
2021
Q3 | $33K | Buy |
1,538
+358
| +30% | +$7.68K | 0.02% | 172 |
|
|
2021
Q2 | $24K | Hold |
1,180
| – | – | 0.01% | 186 |
|
|
2021
Q1 | $24K | Buy |
+1,180
| New | +$24K | 0.01% | 179 |
|