Mount Yale Investment Advisors’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 | $33.1K | Buy |
+1,407
| New | +$33.1K | ﹤0.01% | 933 |
|
|
2024
Q3 | – | Sell |
-22,012
| Closed | -$441K | – | 579 |
|
|
2024
Q2 | $441K | Sell |
22,012
-11
| -0% | -$220 | 0.03% | 366 |
|
|
2024
Q1 | $463K | Sell |
22,023
-106
| -0.5% | -$2.23K | 0.04% | 369 |
|
|
2023
Q4 | $429K | Buy |
22,129
+418
| +2% | +$8.1K | 0.04% | 348 |
|
|
2023
Q3 | $373K | Sell |
21,711
-38
| -0.2% | -$654 | 0.04% | 356 |
|
|
2023
Q2 | $388K | Buy |
21,749
+481
| +2% | +$8.57K | 0.04% | 342 |
|
|
2023
Q1 | $395K | Buy |
+21,268
| New | +$395K | 0.04% | 333 |
|
|
2018
Q4 | – | Sell |
-28,034
| Closed | -$491K | – | 669 |
|
|
2018
Q3 | $491K | Sell |
28,034
-9,933
| -26% | -$174K | 0.09% | 175 |
|
|
2018
Q2 | $675K | Sell |
37,967
-601
| -2% | -$10.7K | 0.13% | 144 |
|
|
2018
Q1 | $717K | Buy |
+38,568
| New | +$717K | 0.15% | 126 |
|