SWMG
Signature Wealth Management Group’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-154,068
| Closed | -$3.36M | – | 88 |
|
|
2021
Q4 | $3.36M | Sell |
154,068
-6,994
| -4% | -$152K | 1.69% | 27 |
|
|
2021
Q3 | $3.43M | Buy |
161,062
+3,799
| +2% | +$81K | 1.91% | 18 |
|
|
2021
Q2 | $3.17M | Buy |
157,263
+669
| +0.4% | +$13.5K | 1.77% | 32 |
|
|
2021
Q1 | $3.24M | Sell |
156,594
-66,155
| -30% | -$1.37M | 1.9% | 27 |
|
|
2020
Q4 | $3.59M | Sell |
222,749
-1,279
| -0.6% | -$20.6K | 2.26% | 9 |
|
|
2020
Q3 | $2.58M | Buy |
224,028
+11,804
| +6% | +$136K | 1.86% | 29 |
|
|
2020
Q2 | $2.36M | Buy |
212,224
+2,293
| +1% | +$25.5K | 1.8% | 30 |
|
|
2020
Q1 | $1.88M | Sell |
209,931
-2,771
| -1% | -$24.9K | 1.66% | 32 |
|
|
2019
Q4 | $3.65M | Buy |
212,702
+692
| +0.3% | +$11.9K | 2.3% | 11 |
|
|
2019
Q3 | $3.35M | Buy |
212,010
+1,898
| +0.9% | +$30K | 2.22% | 16 |
|
|
2019
Q2 | $3.2M | Buy |
+210,112
| New | +$3.2M | 2.13% | 21 |
|