Summit Securities Group’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2K | Buy |
+605
| New | +$14.2K | ﹤0.01% | 683 |
|
|
2025
Q1 | – | Sell |
-3,976
| Closed | -$93.5K | – | 902 |
|
|
2024
Q4 | $93.5K | Buy |
+3,976
| New | +$93.5K | 0.02% | 135 |
|
|
2024
Q1 | – | Sell |
-1,700
| Closed | -$33K | – | 640 |
|
|
2023
Q4 | $33K | Buy |
+1,700
| New | +$33K | ﹤0.01% | 254 |
|
|
2023
Q3 | – | Sell |
-1,227
| Closed | -$22K | – | 774 |
|
|
2023
Q2 | $22K | Sell |
1,227
-606
| -33% | -$10.9K | ﹤0.01% | 489 |
|
|
2023
Q1 | $34K | Sell |
1,833
-13,638
| -88% | -$253K | ﹤0.01% | 383 |
|
|
2022
Q4 | $334K | Buy |
15,471
+14,171
| +1,090% | +$306K | 0.01% | 173 |
|
|
2022
Q3 | $26K | Sell |
1,300
-2,254
| -63% | -$45.1K | ﹤0.01% | 493 |
|
|
2022
Q2 | $67K | Buy |
3,554
+1,568
| +79% | +$29.6K | 0.01% | 323 |
|
|
2022
Q1 | $44K | Sell |
1,986
-26,414
| -93% | -$585K | ﹤0.01% | 417 |
|
|
2021
Q4 | $619K | Buy |
28,400
+12,500
| +79% | +$272K | 0.03% | 195 |
|
|
2021
Q3 | $339K | Sell |
15,900
-7,996
| -33% | -$170K | 0.03% | 234 |
|
|
2021
Q2 | $482K | Buy |
+23,896
| New | +$482K | 0.04% | 194 |
|
|
2018
Q1 | – | Sell |
-37,300
| Closed | -$645K | – | 159 |
|
|
2017
Q4 | $645K | Buy |
+37,300
| New | +$645K | 0.08% | 80 |
|
|
2017
Q2 | – | Sell |
-30,959
| Closed | -$450K | – | 302 |
|
|
2017
Q1 | $450K | Buy |
+30,959
| New | +$450K | 0.13% | 150 |
|
|
2016
Q1 | – | Sell |
-19,800
| Closed | -$190K | – | 308 |
|
|
2015
Q4 | $190K | Sell |
19,800
-8,700
| -31% | -$83.5K | 0.06% | 198 |
|
|
2015
Q3 | $257K | Sell |
28,500
-702
| -2% | -$6.33K | 0.19% | 63 |
|
|
2015
Q2 | $303K | Buy |
+29,202
| New | +$303K | 0.15% | 52 |
|
|
2015
Q1 | – | Sell |
-66,915
| Closed | -$707K | – | 489 |
|
|
2014
Q4 | $707K | Buy |
+66,915
| New | +$707K | 0.2% | 83 |
|