OWA
One Wealth Advisors’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-12,368
| Closed | -$143K | – | 135 |
|
|
2020
Q3 | $143K | Sell |
12,368
-1,753
| -12% | -$20.3K | 0.1% | 85 |
|
|
2020
Q2 | $157K | Sell |
14,121
-2,013
| -12% | -$22.4K | 0.12% | 76 |
|
|
2020
Q1 | $145K | Sell |
16,134
-5,732
| -26% | -$51.5K | 0.14% | 83 |
|
|
2019
Q4 | $375K | Sell |
21,866
-1,225
| -5% | -$21K | 0.28% | 52 |
|
|
2019
Q3 | $365K | Sell |
23,091
-14,729
| -39% | -$233K | 0.32% | 48 |
|
|
2019
Q2 | $565K | Sell |
37,820
-14,651
| -28% | -$219K | 0.47% | 30 |
|
|
2019
Q1 | $742K | Buy |
52,471
+13,738
| +35% | +$194K | 0.61% | 18 |
|
|
2018
Q4 | $518K | Sell |
38,733
-9,654
| -20% | -$129K | 0.52% | 23 |
|
|
2018
Q3 | $895K | Sell |
48,387
-546
| -1% | -$10.1K | 0.68% | 13 |
|
|
2018
Q2 | $870K | Buy |
48,933
+8,383
| +21% | +$149K | 0.69% | 13 |
|
|
2018
Q1 | $757K | Buy |
40,550
+9,894
| +32% | +$185K | 0.67% | 13 |
|
|
2017
Q4 | $530K | Buy |
+30,656
| New | +$530K | 0.43% | 29 |
|