Plante Moran Financial Advisors’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 | $9.03K | Hold |
384
| – | – | ﹤0.01% | 578 |
|
|
2025
Q1 | $8.34K | Sell |
384
-26
| -6% | -$565 | ﹤0.01% | 598 |
|
|
2024
Q4 | $9.64K | Hold |
410
| – | – | ﹤0.01% | 578 |
|
|
2024
Q3 | $9.57K | Buy |
410
+26
| +7% | +$607 | ﹤0.01% | 605 |
|
|
2024
Q2 | $7.7K | Hold |
384
| – | – | ﹤0.01% | 604 |
|
|
2024
Q1 | $8.08K | Hold |
384
| – | – | ﹤0.01% | 632 |
|
|
2023
Q4 | $7.44K | Hold |
384
| – | – | ﹤0.01% | 595 |
|
|
2023
Q3 | $6.61K | Hold |
384
| – | – | ﹤0.01% | 572 |
|
|
2023
Q2 | $6.84K | Hold |
384
| – | – | ﹤0.01% | 597 |
|
|
2023
Q1 | $7.13K | Sell |
384
-499
| -57% | -$9.26K | ﹤0.01% | 611 |
|
|
2022
Q4 | $19K | Buy |
883
+384
| +77% | +$8.28K | ﹤0.01% | 474 |
|
|
2022
Q3 | $10K | Hold |
499
| – | – | ﹤0.01% | 591 |
|
|
2022
Q2 | $9K | Hold |
499
| – | – | ﹤0.01% | 627 |
|
|
2022
Q1 | $11K | Hold |
499
| – | – | ﹤0.01% | 586 |
|
|
2021
Q4 | $11K | Sell |
499
-485
| -49% | -$10.7K | ﹤0.01% | 678 |
|
|
2021
Q3 | $21K | Buy |
+984
| New | +$21K | ﹤0.01% | 557 |
|
|
2021
Q2 | – | Sell |
-1,227
| Closed | -$25K | – | 1073 |
|
|
2021
Q1 | $25K | Buy |
+1,227
| New | +$25K | 0.01% | 503 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 996 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 925 |
|
|
2018
Q2 | – | Sell |
-1,147
| Closed | -$21K | – | 937 |
|
|
2018
Q1 | $21K | Hold |
1,147
| – | – | 0.01% | 495 |
|
|
2017
Q4 | $20K | Buy |
1,147
+103
| +10% | +$1.8K | 0.01% | 503 |
|
|
2017
Q3 | $16K | Hold |
1,044
| – | – | 0.01% | 489 |
|
|
2017
Q2 | $15K | Hold |
1,044
| – | – | 0.01% | 507 |
|
|
2017
Q1 | $15K | Buy |
1,044
+404
| +63% | +$5.81K | 0.01% | 520 |
|
|
2016
Q4 | $9K | Hold |
640
| – | – | 0.01% | 607 |
|
|
2016
Q3 | $6K | Sell |
640
-700
| -52% | -$6.56K | ﹤0.01% | 663 |
|
|
2016
Q2 | $11K | Buy |
1,340
+700
| +109% | +$5.75K | 0.01% | 517 |
|
|
2016
Q1 | $5K | Hold |
640
| – | – | ﹤0.01% | 590 |
|
|
2015
Q4 | $6K | Buy |
+640
| New | +$6K | ﹤0.01% | 689 |
|