Mosaic Family Wealth’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,053
| Closed | -$29K | – | 514 |
|
|
2019
Q1 | $29K | Hold |
2,053
| – | – | 0.01% | 390 |
|
|
2018
Q4 | $27K | Sell |
2,053
-461
| -18% | -$6.06K | 0.01% | 386 |
|
|
2018
Q3 | $42K | Sell |
2,514
-87
| -3% | -$1.45K | 0.02% | 340 |
|
|
2018
Q2 | $46K | Buy |
2,601
+167
| +7% | +$2.95K | 0.02% | 324 |
|
|
2018
Q1 | $45K | Sell |
2,434
-133
| -5% | -$2.46K | 0.02% | 322 |
|
|
2017
Q4 | $44K | Sell |
2,567
-1,900
| -43% | -$32.6K | 0.02% | 344 |
|
|
2017
Q3 | $68K | Buy |
4,467
+1,900
| +74% | +$28.9K | 0.03% | 301 |
|
|
2017
Q2 | $38K | Hold |
2,567
| – | – | 0.02% | 342 |
|
|
2017
Q1 | $37K | Hold |
2,567
| – | – | 0.02% | 358 |
|
|
2016
Q4 | $37K | Sell |
2,567
-52
| -2% | -$750 | 0.02% | 358 |
|
|
2016
Q3 | $26K | Hold |
2,619
| – | – | 0.01% | 412 |
|
|
2016
Q2 | $23K | Buy |
2,619
+2
| +0.1% | +$18 | 0.01% | 428 |
|
|
2016
Q1 | $20K | Hold |
2,617
| – | – | 0.01% | 436 |
|
|
2015
Q4 | $25K | Buy |
+2,617
| New | +$25K | 0.01% | 414 |
|