Plancorp LLC’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 | $600K | Buy |
25,526
+71
| +0.3% | +$1.67K | 0.02% | 203 |
|
|
2025
Q1 | $553K | Buy |
25,455
+159
| +0.6% | +$3.46K | 0.02% | 197 |
|
|
2024
Q4 | $595K | Buy |
25,296
+294
| +1% | +$6.92K | 0.02% | 170 |
|
|
2024
Q3 | $583K | Buy |
25,002
+80
| +0.3% | +$1.87K | 0.02% | 171 |
|
|
2024
Q2 | $499K | Buy |
24,922
+187
| +0.8% | +$3.75K | 0.02% | 182 |
|
|
2024
Q1 | $520K | Buy |
24,735
+10
| +0% | +$210 | 0.02% | 173 |
|
|
2023
Q4 | $479K | Buy |
24,725
+168
| +0.7% | +$3.26K | 0.02% | 166 |
|
|
2023
Q3 | $422K | Buy |
24,557
+77
| +0.3% | +$1.32K | 0.02% | 166 |
|
|
2023
Q2 | $436K | Sell |
24,480
-20
| -0.1% | -$356 | 0.02% | 158 |
|
|
2023
Q1 | $455K | Sell |
24,500
-225
| -0.9% | -$4.18K | 0.03% | 160 |
|
|
2022
Q4 | $533K | Sell |
24,725
-218
| -0.9% | -$4.7K | 0.03% | 145 |
|
|
2022
Q3 | $501K | Buy |
24,943
+193
| +0.8% | +$3.88K | 0.03% | 144 |
|
|
2022
Q2 | $464K | Sell |
24,750
-179
| -0.7% | -$3.36K | 0.03% | 154 |
|
|
2022
Q1 | $555K | Buy |
24,929
+12
| +0% | +$267 | 0.04% | 144 |
|
|
2021
Q4 | $543K | Buy |
24,917
+400
| +2% | +$8.72K | 0.03% | 143 |
|
|
2021
Q3 | $522K | Buy |
24,517
+102
| +0.4% | +$2.17K | 0.04% | 137 |
|
|
2021
Q2 | $493K | Hold |
24,415
| – | – | 0.04% | 133 |
|
|
2021
Q1 | $504K | Hold |
24,415
| – | – | 0.11% | 118 |
|
|
2020
Q4 | $394K | Buy |
24,415
+3,001
| +14% | +$48.4K | 0.1% | 133 |
|
|
2020
Q3 | $247K | Hold |
21,414
| – | – | 0.08% | 156 |
|
|
2020
Q2 | $238K | Hold |
21,414
| – | – | 0.07% | 150 |
|
|
2020
Q1 | $192K | Sell |
21,414
-174
| -0.8% | -$1.56K | 0.07% | 158 |
|
|
2019
Q4 | $370K | Hold |
21,588
| – | – | 0.11% | 129 |
|
|
2019
Q3 | $342K | Hold |
21,588
| – | – | 0.13% | 119 |
|
|
2019
Q2 | $323K | Sell |
21,588
-199
| -0.9% | -$2.98K | 0.13% | 124 |
|
|
2019
Q1 | $308K | Buy |
21,787
+1,766
| +9% | +$25K | 0.12% | 132 |
|
|
2018
Q4 | $268K | Sell |
20,021
-444
| -2% | -$5.94K | 0.12% | 125 |
|
|
2018
Q3 | $376K | Buy |
20,465
+643
| +3% | +$11.8K | 0.15% | 111 |
|
|
2018
Q2 | $352K | Hold |
19,822
| – | – | 0.14% | 115 |
|
|
2018
Q1 | $368K | Hold |
19,822
| – | – | 0.12% | 110 |
|
|
2017
Q4 | $342K | Hold |
19,822
| – | – | 0.11% | 120 |
|
|
2017
Q3 | $302K | Hold |
19,822
| – | – | 0.09% | 126 |
|
|
2017
Q2 | $291K | Sell |
19,822
-277
| -1% | -$4.07K | 0.09% | 127 |
|
|
2017
Q1 | $293K | Buy |
20,099
+277
| +1% | +$4.04K | 0.09% | 131 |
|
|
2016
Q4 | $284K | Buy |
+19,822
| New | +$284K | 0.08% | 131 |
|
|
2015
Q4 | – | Sell |
-24,277
| Closed | -$219K | – | 91 |
|
|
2015
Q3 | $219K | Hold |
24,277
| – | – | 0.2% | 90 |
|
|
2015
Q2 | $252K | Buy |
24,277
+820
| +3% | +$8.51K | 0.23% | 62 |
|
|
2015
Q1 | $222K | Hold |
23,457
| – | – | 0.22% | 87 |
|
|
2014
Q4 | $248K | Buy |
23,457
+2,487
| +12% | +$26.3K | 0.26% | 57 |
|
|
2014
Q3 | $211K | Sell |
20,970
-2,487
| -11% | -$25K | 0.22% | 90 |
|
|
2014
Q2 | $249K | Sell |
23,457
-30,970
| -57% | -$329K | 0.22% | 63 |
|
|
2014
Q1 | $605K | Buy |
54,427
+33,544
| +161% | +$373K | 0.41% | 49 |
|
|
2013
Q4 | $205K | Buy |
+20,883
| New | +$205K | 0.18% | 89 |
|