ProVise Management Group’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-47,569
| Closed | -$505K | – | 315 |
|
2014
Q2 | $505K | Sell |
47,569
-1,000
| -2% | -$10.6K | 0.11% | 204 |
|
2014
Q1 | $540K | Buy |
48,569
+9,100
| +23% | +$101K | 0.13% | 175 |
|
2013
Q4 | $390K | Sell |
39,469
-2,150
| -5% | -$21.2K | 0.1% | 204 |
|
2013
Q3 | $385K | Sell |
41,619
-2,000
| -5% | -$18.5K | 0.11% | 201 |
|
2013
Q2 | $416K | Buy |
+43,619
| New | +$416K | 0.12% | 189 |
|