PS
Planned Solutions’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
10,085
-834
| -8% | -$19.6K | 0.09% | 103 |
|
|
2025
Q1 | $237K | Hold |
10,919
| – | – | 0.1% | 99 |
|
|
2024
Q4 | $257K | Buy |
10,919
+835
| +8% | +$19.6K | 0.1% | 88 |
|
|
2024
Q3 | $235K | Buy |
+10,084
| New | +$235K | 0.09% | 98 |
|
|
2024
Q1 | – | Sell |
-8,884
| Closed | -$172K | – | 443 |
|
|
2023
Q4 | $172K | Buy |
+8,884
| New | +$172K | 0.08% | 105 |
|
|
2021
Q1 | – | Sell |
-5,120
| Closed | -$83K | – | 326 |
|
|
2020
Q4 | $83K | Buy |
5,120
+220
| +4% | +$3.57K | 0.07% | 122 |
|
|
2020
Q3 | $56K | Buy |
+4,900
| New | +$56K | 0.05% | 134 |
|