PFA
Paradigm Financial Advisors’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,008
| Closed | -$158K | – | 126 |
|
|
2019
Q3 | $158K | Sell |
10,008
-742
| -7% | -$11.7K | 0.06% | 114 |
|
|
2019
Q2 | $161K | Hold |
10,750
| – | – | 0.06% | 117 |
|
|
2019
Q1 | $152K | Hold |
10,750
| – | – | 0.06% | 112 |
|
|
2018
Q4 | $144K | Sell |
10,750
-945
| -8% | -$12.7K | 0.06% | 107 |
|
|
2018
Q3 | $214K | Hold |
11,695
| – | – | 0.08% | 109 |
|
|
2018
Q2 | $207K | Hold |
11,695
| – | – | 0.09% | 102 |
|
|
2018
Q1 | $217K | Hold |
11,695
| – | – | 0.09% | 101 |
|
|
2017
Q4 | $202K | Hold |
11,695
| – | – | 0.09% | 105 |
|
|
2017
Q3 | $178K | Hold |
11,695
| – | – | 0.09% | 107 |
|
|
2017
Q2 | $171K | Sell |
11,695
-283
| -2% | -$4.14K | 0.09% | 102 |
|
|
2017
Q1 | $174K | Hold |
11,978
| – | – | 0.09% | 105 |
|
|
2016
Q4 | $172K | Sell |
11,978
-1,511
| -11% | -$21.7K | 0.09% | 101 |
|
|
2016
Q3 | $133K | Sell |
13,489
-566
| -4% | -$5.58K | 0.08% | 91 |
|
|
2016
Q2 | $119K | Buy |
+14,055
| New | +$119K | 0.07% | 89 |
|
|
2016
Q1 | – | Sell |
-14,948
| Closed | -$143K | – | 91 |
|
|
2015
Q4 | $143K | Sell |
14,948
-215
| -1% | -$2.06K | 0.09% | 81 |
|
|
2015
Q3 | $136K | Buy |
15,163
+495
| +3% | +$4.44K | 0.09% | 89 |
|
|
2015
Q2 | $151K | Hold |
14,668
| – | – | 0.11% | 83 |
|
|
2015
Q1 | $138K | Buy |
+14,668
| New | +$138K | 0.11% | 81 |
|
|
2014
Q3 | – | Sell |
-15,590
| Closed | -$165K | – | 81 |
|
|
2014
Q2 | $165K | Hold |
15,590
| – | – | 0.14% | 80 |
|
|
2014
Q1 | $173K | Hold |
15,590
| – | – | 0.16% | 80 |
|
|
2013
Q4 | $154K | Buy |
+15,590
| New | +$154K | 0.15% | 82 |
|