Smith & Howard Wealth Management’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-11,565
| Closed | -$123K | – | 47 |
|
|
2014
Q2 | $123K | Sell |
11,565
-353
| -3% | -$3.75K | 0.06% | 44 |
|
|
2014
Q1 | $132K | Sell |
11,918
-465
| -4% | -$5.15K | 0.07% | 36 |
|
|
2013
Q4 | $122K | Hold |
12,383
| – | – | 0.07% | 76 |
|
|
2013
Q3 | $115K | Hold |
12,383
| – | – | 0.07% | 58 |
|
|
2013
Q2 | $118K | Buy |
+12,383
| New | +$118K | 0.08% | 48 |
|