MLL
Moody Lynn & Lieberson’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-56,771
| Closed | -$1.04M | – | 210 |
|
|
2018
Q3 | $1.04M | Buy |
56,771
+10,924
| +24% | +$201K | 0.11% | 104 |
|
|
2018
Q2 | $815K | Sell |
45,847
-532
| -1% | -$9.46K | 0.1% | 113 |
|
|
2018
Q1 | $862K | Buy |
46,379
+2,190
| +5% | +$40.7K | 0.1% | 108 |
|
|
2017
Q4 | $846K | Buy |
+44,189
| New | +$846K | 0.09% | 115 |
|
|
2015
Q3 | – | Sell |
-559,535
| Closed | -$5.8M | – | 191 |
|
|
2015
Q2 | $5.8M | Buy |
+559,535
| New | +$5.8M | 0.92% | 43 |
|
|
2015
Q1 | – | Sell |
-14,665
| Closed | -$155K | – | 201 |
|
|
2014
Q4 | $155K | Sell |
14,665
-3,400
| -19% | -$35.9K | 0.02% | 189 |
|
|
2014
Q3 | $181K | Sell |
18,065
-5,400
| -23% | -$54.1K | 0.03% | 182 |
|
|
2014
Q2 | $249K | Hold |
23,465
| – | – | 0.03% | 177 |
|
|
2014
Q1 | $261K | Hold |
23,465
| – | – | 0.04% | 174 |
|
|
2013
Q4 | $232K | Hold |
23,465
| – | – | 0.03% | 179 |
|
|
2013
Q3 | $217K | Buy |
+23,465
| New | +$217K | 0.03% | 168 |
|