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Planning Capital Management Corporation’s Regions Financial RF Stock Holding History

Planning Capital Management Corporation’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-16
Closed -$321 – 885
2024
Q2 		$321 Hold
16
– – ﹤0.01% 638
2024
Q1 		$337 Buy
+16
New +$303 ﹤0.01% 636

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
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Planning Capital Management Corporation's RF Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Regions Financial (RF) in Q3 2024, closing a stake of 16 shares — an estimated $321 sold.

Planning Capital Management Corporation first reported a position in RF in Q1 2024 and held it in 2 quarters. The position peaked at $337 in Q1 2024. 871 funds tracked by Wall St. Rank hold RF as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Regions Financial position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 16 Regions Financial shares in Q3 2024, an estimated $321.
  • Planning Capital Management Corporation first reported a position in Regions Financial in Q1 2024 and held it in 2 quarters.
  • Planning Capital Management Corporation's Regions Financial position peaked at $337 in Q1 2024.
  • 871 funds tracked by Wall St. Rank held Regions Financial as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.