NewEdge Wealth’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,810
| Closed | -$345K | – | 835 |
|
|
2023
Q4 | $345K | Sell |
17,810
-8,918
| -33% | -$173K | 0.01% | 587 |
|
|
2023
Q3 | $460K | Buy |
26,728
+14,986
| +128% | +$258K | 0.01% | 470 |
|
|
2023
Q2 | $209K | Sell |
11,742
-175
| -1% | -$3.12K | 0.01% | 602 |
|
|
2023
Q1 | $221K | Buy |
11,917
+874
| +8% | +$16.2K | 0.01% | 566 |
|
|
2022
Q4 | $238K | Buy |
11,043
+915
| +9% | +$19.7K | 0.01% | 486 |
|
|
2022
Q3 | $203K | Buy |
+10,128
| New | +$203K | 0.01% | 492 |
|