Rockbridge Investment Management’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-531
| Closed | -$10.3K | – | 509 |
|
|
2023
Q4 | $10.3K | Buy |
+531
| New | +$10.3K | ﹤0.01% | 398 |
|
|
2022
Q3 | – | Sell |
-531
| Closed | -$9.96K | – | 480 |
|
|
2022
Q2 | $9.96K | Hold |
531
| – | – | ﹤0.01% | 364 |
|
|
2022
Q1 | $11.4K | Hold |
531
| – | – | ﹤0.01% | 493 |
|
|
2021
Q4 | $12K | Hold |
531
| – | – | ﹤0.01% | 549 |
|
|
2021
Q3 | $11K | Hold |
531
| – | – | ﹤0.01% | 513 |
|
|
2021
Q2 | $11K | Hold |
531
| – | – | ﹤0.01% | 518 |
|
|
2021
Q1 | $11K | Buy |
+531
| New | +$11K | ﹤0.01% | 497 |
|
|
2020
Q3 | – | Sell |
-713
| Closed | -$8K | – | 674 |
|
|
2020
Q2 | $8K | Buy |
+713
| New | +$8K | ﹤0.01% | 455 |
|