OneDigital 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 | $311K | Buy |
13,233
+717
| +6% | +$16.9K | ﹤0.01% | 1144 |
|
|
2025
Q1 | $272K | Buy |
+12,516
| New | +$272K | ﹤0.01% | 1162 |
|
|
2023
Q4 | – | Sell |
-11,316
| Closed | -$195K | – | 1138 |
|
|
2023
Q3 | $195K | Buy |
+11,316
| New | +$195K | ﹤0.01% | 943 |
|
|
2019
Q3 | – | Sell |
-1,398
| Closed | -$21K | – | 981 |
|
|
2019
Q2 | $21K | Hold |
1,398
| – | – | ﹤0.01% | 796 |
|
|
2019
Q1 | $20K | Buy |
+1,398
| New | +$20K | ﹤0.01% | 730 |
|