Quadrant Private Wealth Management’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 | $570K | Sell |
23,971
-125
| -0.5% | -$2.97K | 0.12% | 139 |
|
2025
Q1 | $530K | Sell |
24,096
-539
| -2% | -$11.8K | 0.13% | 132 |
|
2024
Q4 | $585K | Sell |
24,635
-100
| -0.4% | -$2.38K | 0.14% | 127 |
|
2024
Q3 | $583K | Sell |
24,735
-17
| -0.1% | -$401 | 0.14% | 132 |
|
2024
Q2 | $502K | Buy |
24,752
+73
| +0.3% | +$1.48K | 0.12% | 147 |
|
2024
Q1 | $525K | Hold |
24,679
| – | – | 0.13% | 134 |
|
2023
Q4 | $484K | Sell |
24,679
-1,375
| -5% | -$27K | 0.13% | 131 |
|
2023
Q3 | $454K | Sell |
26,054
-400
| -2% | -$6.98K | 0.15% | 119 |
|
2023
Q2 | $477K | Hold |
26,454
| – | – | 0.14% | 133 |
|
2023
Q1 | $496K | Sell |
26,454
-1,340
| -5% | -$25.1K | 0.15% | 127 |
|
2022
Q4 | $605K | Buy |
+27,794
| New | +$605K | 0.2% | 110 |
|
2022
Q2 | $583K | Sell |
30,825
-1,164
| -4% | -$22K | 0.24% | 92 |
|
2022
Q1 | $718K | Sell |
31,989
-1,480
| -4% | -$33.2K | 0.27% | 84 |
|
2021
Q4 | $730K | Sell |
33,469
-500
| -1% | -$10.9K | 0.27% | 88 |
|
2021
Q3 | $724K | Hold |
33,969
| – | – | 0.3% | 82 |
|
2021
Q2 | $685K | Sell |
33,969
-4,400
| -11% | -$88.7K | 0.28% | 85 |
|
2021
Q1 | $793K | Hold |
38,369
| – | – | 0.34% | 74 |
|
2020
Q4 | $619K | Buy |
38,369
+1,117
| +3% | +$18K | 0.28% | 82 |
|
2020
Q3 | $430K | Sell |
37,252
-7,151
| -16% | -$82.5K | 0.22% | 97 |
|
2020
Q2 | $494K | Buy |
44,403
+10,227
| +30% | +$114K | 0.29% | 82 |
|
2020
Q1 | $307K | Buy |
+34,176
| New | +$307K | 0.26% | 91 |
|