SWA
RF icon

Sutton Wealth Advisors’s Regions Financial RF Stock Holding History

Sutton Wealth Advisors’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$25.8K Buy
1,500
+49
+3% +$928 0.01% 322
2023
Q2 		$25.9K Sell
1,451
-4
-0.3% -$71 0.01% 316
2023
Q1 		$27K Sell
1,455
-9,671
-87% -$211K 0.01% 269
2022
Q4 		$240K Sell
11,126
-98
-0.9% -$2.13K 0.09% 151
2022
Q3 		$225K Sell
11,224
-51
-0.5% -$1.08K 0.09% 157
2022
Q2 		$211K Buy
11,275
+65
+0.6% +$1.34K 0.08% 160
2022
Q1 		$250K Sell
11,210
-3
-0% -$71 0.09% 158
2021
Q4 		$244K Sell
11,213
-2
-0% -$46 0.08% 163
2021
Q3 		$239K Buy
11,215
+19
+0.2% +$378 0.09% 161
2021
Q2 		$226K Hold
11,196
– – 0.08% 168
2021
Q1 		$231K Hold
11,196
– – 0.09% 156
2020
Q4 		$180K Buy
11,196
+62
+0.6% +$897 0.08% 170
2020
Q3 		$128K Hold
11,134
– – 0.06% 189
2020
Q2 		$124K Buy
11,134
+38
+0.3% +$404 0.06% 191
2020
Q1 		$99.5K Buy
11,096
+85
+0.8% +$1.19K 0.06% 194
2019
Q4 		$189K Hold
11,011
– – 0.1% 157
2019
Q3 		$174K Buy
11,011
+76
+0.7% +$1.15K 0.1% 162
2019
Q2 		$163K Sell
10,935
-325
-3% -$4.8K 0.09% 162
2019
Q1 		$159K Buy
11,260
+61
+0.5% +$934 0.09% 161
2018
Q4 		$150K Sell
11,199
-77
-0.7% -$1.24K 0.1% 153
2018
Q3 		$207K Buy
11,276
+77
+0.7% +$1.45K 0.14% 126
2018
Q2 		$199K Hold
11,199
– – 0.14% 123
2018
Q1 		$208K Buy
11,199
+444
+4% +$8.41K 0.15% 122
2017
Q4 		$186K Hold
10,755
– – 0.14% 136
2017
Q3 		$164K Hold
10,755
– – 0.13% 140
2017
Q2 		$157K Hold
10,755
– – 0.12% 142
2017
Q1 		$156K Hold
10,755
– – 0.13% 134
2016
Q4 		$154K Hold
10,755
– – 0.14% 132
2016
Q3 		$106K Hold
10,755
– – 0.1% 175
2016
Q2 		$91.5K Buy
10,755
+83
+0.8% +$752 0.09% 185
2016
Q1 		$83.8K Buy
+10,672
New +$85.8K 0.08% 194

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Sutton Wealth Advisors's RF Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Regions Financial (RF) stake by 3.4% in Q3 2023, buying an estimated $928 and bringing the position to 1,500 shares worth $25.8K. The position accounts for 0.01% of the portfolio, ranked #322.

Sutton Wealth Advisors first reported a position in RF in Q1 2016 and has held it in 31 quarters since. The position peaked at $250K in Q1 2022. 793 funds tracked by Wall St. Rank hold RF as of Q3 2023.

  • Sutton Wealth Advisors held 1,500 shares of Regions Financial worth $25.8K as of Q3 2023.
  • Sutton Wealth Advisors bought 49 Regions Financial shares in Q3 2023, an estimated $928.
  • Regions Financial made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #322 holding.
  • Sutton Wealth Advisors first reported a position in Regions Financial in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Regions Financial position peaked at $250K in Q1 2022.
  • 793 funds tracked by Wall St. Rank held Regions Financial as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.