Resonant Capital 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 | $570K | Buy |
24,016
+1,202
| +5% | +$28.5K | 0.04% | 221 |
|
|
2025
Q1 | $501K | Buy |
22,814
+774
| +4% | +$17K | 0.03% | 211 |
|
|
2024
Q4 | $523K | Buy |
22,040
+195
| +0.9% | +$4.63K | 0.04% | 200 |
|
|
2024
Q3 | $515K | Buy |
21,845
+506
| +2% | +$11.9K | 0.04% | 211 |
|
|
2024
Q2 | $432K | Buy |
21,339
+2,154
| +11% | +$43.6K | 0.04% | 215 |
|
|
2024
Q1 | $408K | Sell |
19,185
-3,761
| -16% | -$80K | 0.03% | 218 |
|
|
2023
Q4 | $450K | Buy |
22,946
+433
| +2% | +$8.49K | 0.04% | 189 |
|
|
2023
Q3 | $393K | Sell |
22,513
-980
| -4% | -$17.1K | 0.04% | 186 |
|
|
2023
Q2 | $423K | Sell |
23,493
-133
| -0.6% | -$2.4K | 0.05% | 175 |
|
|
2023
Q1 | $443K | Buy |
23,626
+531
| +2% | +$9.96K | 0.05% | 172 |
|
|
2022
Q4 | $503K | Buy |
23,095
+1,255
| +6% | +$27.3K | 0.06% | 164 |
|
|
2022
Q3 | $443K | Buy |
21,840
+898
| +4% | +$18.2K | 0.07% | 156 |
|
|
2022
Q2 | $396K | Buy |
20,942
+544
| +3% | +$10.3K | 0.06% | 167 |
|
|
2022
Q1 | $438K | Sell |
20,398
-144
| -0.7% | -$3.09K | 0.06% | 147 |
|
|
2021
Q4 | $451K | Buy |
20,542
+1,490
| +8% | +$32.7K | 0.07% | 147 |
|
|
2021
Q3 | $406K | Buy |
19,052
+2,692
| +16% | +$57.4K | 0.07% | 144 |
|
|
2021
Q2 | $333K | Hold |
16,360
| – | – | 0.06% | 147 |
|
|
2021
Q1 | $341K | Buy |
16,360
+149
| +0.9% | +$3.11K | 0.07% | 142 |
|
|
2020
Q4 | $264K | Buy |
16,211
+736
| +5% | +$12K | 0.06% | 154 |
|
|
2020
Q3 | $181K | Buy |
15,475
+1,863
| +14% | +$21.8K | 0.05% | 156 |
|
|
2020
Q2 | $151K | Buy |
+13,612
| New | +$151K | 0.04% | 174 |
|