Orion Portfolio Solutions’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22,419
| Closed | -$527K | – | 1963 |
|
|
2024
Q4 | $527K | Buy |
22,419
+13,423
| +149% | +$316K | 0.01% | 1330 |
|
|
2024
Q3 | $210K | Buy |
+8,996
| New | +$210K | ﹤0.01% | 1692 |
|
|
2023
Q1 | – | Sell |
-10,623
| Closed | -$229K | – | 1603 |
|
|
2022
Q4 | $229K | Buy |
+10,623
| New | +$229K | 0.01% | 734 |
|
|
2022
Q1 | – | Sell |
-10,876
| Closed | -$237K | – | 743 |
|
|
2021
Q4 | $237K | Sell |
10,876
-30
| -0.3% | -$654 | 0.01% | 640 |
|
|
2021
Q3 | $232K | Buy |
+10,906
| New | +$232K | 0.01% | 588 |
|
|
2020
Q3 | – | Sell |
-7,778
| Closed | -$86K | – | 1683 |
|
|
2020
Q2 | $86K | Buy |
7,778
+2,545
| +49% | +$28.1K | ﹤0.01% | 576 |
|
|
2020
Q1 | $47K | Sell |
5,233
-15,197
| -74% | -$136K | ﹤0.01% | 604 |
|
|
2019
Q4 | $351K | Buy |
+20,430
| New | +$351K | 0.03% | 249 |
|