Ropes Wealth Advisors’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-56
| Closed | -$1K | – | 668 |
|
|
2020
Q4 | $1K | Buy |
+56
| New | +$1K | ﹤0.01% | 765 |
|
|
2020
Q3 | – | Sell |
-196
| Closed | -$2K | – | 663 |
|
|
2020
Q2 | $2K | Buy |
+196
| New | +$2K | ﹤0.01% | 539 |
|
|
2019
Q2 | – | Sell |
-250
| Closed | -$4K | – | 578 |
|
|
2019
Q1 | $4K | Hold |
250
| – | – | ﹤0.01% | 490 |
|
|
2018
Q4 | $3K | Sell |
250
-820
| -77% | -$9.84K | ﹤0.01% | 479 |
|
|
2018
Q3 | $20K | Hold |
1,070
| – | – | ﹤0.01% | 403 |
|
|
2018
Q2 | $19K | Hold |
1,070
| – | – | 0.01% | 420 |
|
|
2018
Q1 | $20K | Sell |
1,070
-260
| -20% | -$4.86K | 0.01% | 401 |
|
|
2017
Q4 | $23K | Buy |
1,330
+250
| +23% | +$4.32K | 0.01% | 423 |
|
|
2017
Q3 | $16K | Hold |
1,080
| – | – | ﹤0.01% | 444 |
|
|
2017
Q2 | $16K | Hold |
1,080
| – | – | ﹤0.01% | 419 |
|
|
2017
Q1 | $16K | Hold |
1,080
| – | – | ﹤0.01% | 422 |
|
|
2016
Q4 | $16K | Hold |
1,080
| – | – | 0.01% | 420 |
|
|
2016
Q3 | $11K | Hold |
1,080
| – | – | ﹤0.01% | 409 |
|
|
2016
Q2 | $9K | Buy |
+1,080
| New | +$9K | ﹤0.01% | 375 |
|