PP
Patten & Patten’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
84,203
-141
| -0.2% | -$3.32K | 0.13% | 119 |
|
|
2025
Q1 | $1.83M | Sell |
84,344
-95
| -0.1% | -$2.06K | 0.12% | 120 |
|
|
2024
Q4 | $1.99M | Sell |
84,439
-4,425
| -5% | -$104K | 0.13% | 113 |
|
|
2024
Q3 | $2.07M | Hold |
88,864
| – | – | 0.14% | 114 |
|
|
2024
Q2 | $1.78M | Hold |
88,864
| – | – | 0.12% | 122 |
|
|
2024
Q1 | $1.87M | Buy |
88,864
+13,329
| +18% | +$280K | 0.13% | 121 |
|
|
2023
Q4 | $1.46M | Buy |
75,535
+1,838
| +2% | +$35.6K | 0.12% | 125 |
|
|
2023
Q3 | $1.27M | Sell |
73,697
-1,830
| -2% | -$31.5K | 0.11% | 129 |
|
|
2023
Q2 | $1.35M | Buy |
75,527
+2,268
| +3% | +$40.4K | 0.11% | 125 |
|
|
2023
Q1 | $1.36M | Sell |
73,259
-900
| -1% | -$16.7K | 0.12% | 124 |
|
|
2022
Q4 | $1.6M | Hold |
74,159
| – | – | 0.15% | 107 |
|
|
2022
Q3 | $1.49M | Sell |
74,159
-410
| -0.5% | -$8.23K | 0.14% | 108 |
|
|
2022
Q2 | $1.4M | Sell |
74,569
-8,080
| -10% | -$151K | 0.12% | 118 |
|
|
2022
Q1 | $1.84M | Buy |
82,649
+497
| +0.6% | +$11.1K | 0.13% | 113 |
|
|
2021
Q4 | $1.79M | Sell |
82,152
-6,603
| -7% | -$144K | 0.12% | 114 |
|
|
2021
Q3 | $1.89M | Sell |
88,755
-7,822
| -8% | -$167K | 0.14% | 102 |
|
|
2021
Q2 | $1.95M | Hold |
96,577
| – | – | 0.15% | 101 |
|
|
2021
Q1 | $2M | Sell |
96,577
-100
| -0.1% | -$2.07K | 0.16% | 97 |
|
|
2020
Q4 | $1.56M | Buy |
96,677
+2,578
| +3% | +$41.5K | 0.14% | 108 |
|
|
2020
Q3 | $1.09M | Buy |
94,099
+1,003
| +1% | +$11.6K | 0.11% | 126 |
|
|
2020
Q2 | $1.04M | Sell |
93,096
-1,710
| -2% | -$19K | 0.11% | 123 |
|
|
2020
Q1 | $850K | Sell |
94,806
-23,400
| -20% | -$210K | 0.11% | 127 |
|
|
2019
Q4 | $2.03M | Sell |
118,206
-2,305
| -2% | -$39.5K | 0.2% | 92 |
|
|
2019
Q3 | $1.91M | Sell |
120,511
-4,870
| -4% | -$77K | 0.21% | 95 |
|
|
2019
Q2 | $1.87M | Buy |
125,381
+3,911
| +3% | +$58.4K | 0.2% | 95 |
|
|
2019
Q1 | $1.72M | Sell |
121,470
-2,063
| -2% | -$29.2K | 0.19% | 95 |
|
|
2018
Q4 | $1.65M | Sell |
123,533
-2,216
| -2% | -$29.7K | 0.2% | 93 |
|
|
2018
Q3 | $2.31M | Hold |
125,749
| – | – | 0.23% | 93 |
|
|
2018
Q2 | $2.24M | Sell |
125,749
-483
| -0.4% | -$8.59K | 0.23% | 95 |
|
|
2018
Q1 | $2.35M | Sell |
126,232
-3,085
| -2% | -$57.3K | 0.24% | 96 |
|
|
2017
Q4 | $2.24M | Sell |
129,317
-510
| -0.4% | -$8.81K | 0.22% | 94 |
|
|
2017
Q3 | $1.98M | Sell |
129,827
-1,703
| -1% | -$25.9K | 0.21% | 97 |
|
|
2017
Q2 | $1.93M | Buy |
131,530
+2,192
| +2% | +$32.1K | 0.21% | 95 |
|
|
2017
Q1 | $1.88M | Sell |
129,338
-3,854
| -3% | -$56K | 0.22% | 94 |
|
|
2016
Q4 | $1.91M | Sell |
133,192
-5,371
| -4% | -$77.1K | 0.24% | 90 |
|
|
2016
Q3 | $1.37M | Hold |
138,563
| – | – | 0.18% | 99 |
|
|
2016
Q2 | $1.18M | Sell |
138,563
-1,124
| -0.8% | -$9.56K | 0.16% | 104 |
|
|
2016
Q1 | $1.1M | Sell |
139,687
-1,713
| -1% | -$13.5K | 0.16% | 103 |
|
|
2015
Q4 | $1.36M | Buy |
141,400
+5,000
| +4% | +$48K | 0.19% | 95 |
|
|
2015
Q3 | $1.23M | Buy |
136,400
+2,490
| +2% | +$22.4K | 0.19% | 97 |
|
|
2015
Q2 | $1.39M | Sell |
133,910
-11,224
| -8% | -$116K | 0.2% | 99 |
|
|
2015
Q1 | $1.37M | Buy |
145,134
+10,037
| +7% | +$94.9K | 0.2% | 98 |
|
|
2014
Q4 | $1.43M | Buy |
135,097
+32,975
| +32% | +$348K | 0.22% | 95 |
|
|
2014
Q3 | $1.03M | Sell |
102,122
-32,735
| -24% | -$329K | 0.16% | 113 |
|
|
2014
Q2 | $1.43M | Sell |
134,857
-45,864
| -25% | -$487K | 0.23% | 91 |
|
|
2014
Q1 | $2.01M | Sell |
180,721
-276
| -0.2% | -$3.07K | 0.27% | 86 |
|
|
2013
Q4 | $1.79M | Sell |
180,997
-1,646
| -0.9% | -$16.3K | 0.25% | 89 |
|
|
2013
Q3 | $1.69M | Sell |
182,643
-15,825
| -8% | -$147K | 0.26% | 84 |
|
|
2013
Q2 | $1.89M | Buy |
+198,468
| New | +$1.89M | 0.31% | 76 |
|