OAM
Optimal Asset Management’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-30,937
| Closed | -$499K | – | 411 |
|
|
2020
Q4 | $499K | Sell |
30,937
-192
| -0.6% | -$3.1K | 0.07% | 339 |
|
|
2020
Q3 | $359K | Sell |
31,129
-16,708
| -35% | -$193K | 0.05% | 368 |
|
|
2020
Q2 | $532K | Sell |
47,837
-94,695
| -66% | -$1.05M | 0.09% | 317 |
|
|
2020
Q1 | $1.28K | Buy |
142,532
+64,056
| +82% | +$575 | 0.12% | 256 |
|
|
2019
Q4 | $1.35M | Buy |
+78,476
| New | +$1.35M | 0.2% | 189 |
|