Simplicity Solutions’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $491K | Sell |
25,336
-3,085
| -11% | -$59.8K | 0.01% | 669 |
|
|
2023
Q3 | $489K | Buy |
28,421
+847
| +3% | +$14.6K | 0.02% | 605 |
|
|
2023
Q2 | $491K | Buy |
27,574
+11,835
| +75% | +$211K | 0.01% | 669 |
|
|
2023
Q1 | $292K | Buy |
15,739
+5,601
| +55% | +$104K | 0.01% | 860 |
|
|
2022
Q4 | $219K | Buy |
+10,138
| New | +$219K | 0.03% | 589 |
|
|
2021
Q1 | – | Sell |
-57,077
| Closed | -$920K | – | 867 |
|
|
2020
Q4 | $920K | Sell |
57,077
-5,432
| -9% | -$87.6K | 0.01% | 562 |
|
|
2020
Q3 | $721K | Sell |
62,509
-10,425
| -14% | -$120K | 0.01% | 565 |
|
|
2020
Q2 | $811K | Buy |
72,934
+34,937
| +92% | +$388K | 0.02% | 520 |
|
|
2020
Q1 | $341K | Sell |
37,997
-109,862
| -74% | -$986K | 0.01% | 581 |
|
|
2019
Q4 | $2.54M | Buy |
147,859
+88,793
| +150% | +$1.52M | 0.08% | 204 |
|
|
2019
Q3 | $935K | Buy |
59,066
+37,470
| +174% | +$593K | 0.04% | 316 |
|
|
2019
Q2 | $323K | Buy |
21,596
+10,145
| +89% | +$152K | 0.01% | 468 |
|
|
2019
Q1 | $162K | Sell |
11,451
-4,827
| -30% | -$68.3K | 0.01% | 712 |
|
|
2018
Q4 | $218K | Buy |
+16,278
| New | +$218K | 0.03% | 544 |
|
|
2017
Q3 | – | Sell |
-20,227
| Closed | -$296K | – | 338 |
|
|
2017
Q2 | $296K | Buy |
20,227
+3,738
| +23% | +$54.7K | 0.04% | 321 |
|
|
2017
Q1 | $240K | Buy |
16,489
+198
| +1% | +$2.88K | 0.04% | 336 |
|
|
2016
Q4 | $234K | Buy |
+16,291
| New | +$234K | 0.05% | 297 |
|
|
2016
Q1 | – | Sell |
-66,971
| Closed | -$643K | – | 439 |
|
|
2015
Q4 | $643K | Buy |
+66,971
| New | +$643K | 0.08% | 377 |
|