Northwest & Ethical Investments’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 | – | Sell |
-72,714
| Closed | -$1.58M | – | 522 |
|
|
2025
Q1 | $1.58M | Buy |
72,714
+21,500
| +42% | +$467K | 0.04% | 269 |
|
|
2024
Q4 | $1.2M | Buy |
+51,214
| New | +$1.2M | 0.03% | 296 |
|
|
2023
Q2 | – | Sell |
-60,554
| Closed | -$1.12M | – | 411 |
|
|
2023
Q1 | $1.12M | Hold |
60,554
| – | – | 0.04% | 296 |
|
|
2022
Q4 | $1.31M | Buy |
60,554
+19,364
| +47% | +$417K | 0.05% | 277 |
|
|
2022
Q3 | $827K | Sell |
41,190
-1,130
| -3% | -$22.7K | 0.03% | 309 |
|
|
2022
Q2 | $793K | Buy |
+42,320
| New | +$793K | 0.03% | 320 |
|
|
2021
Q3 | – | Sell |
-74,299
| Closed | -$1.5M | – | 425 |
|
|
2021
Q2 | $1.5M | Hold |
74,299
| – | – | 0.05% | 264 |
|
|
2021
Q1 | $1.54M | Hold |
74,299
| – | – | 0.05% | 297 |
|
|
2020
Q4 | $1.2M | Hold |
74,299
| – | – | 0.05% | 307 |
|
|
2020
Q3 | $857K | Buy |
+74,299
| New | +$857K | 0.04% | 326 |
|
|
2019
Q3 | – | Sell |
-91,122
| Closed | -$1.36M | – | 381 |
|
|
2019
Q2 | $1.36M | Sell |
91,122
-482
| -0.5% | -$7.2K | 0.07% | 294 |
|
|
2019
Q1 | $1.3M | Sell |
91,604
-68,645
| -43% | -$971K | 0.07% | 297 |
|
|
2018
Q4 | $2.14M | Buy |
160,249
+44,301
| +38% | +$593K | 0.13% | 214 |
|
|
2018
Q3 | $2.13M | Buy |
+115,948
| New | +$2.13M | 0.13% | 218 |
|