SWA
Sutton Wealth Advisors’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $25.8K | Buy |
1,500
+49
| +3% | +$843 | 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% | -$179K | 0.01% | 269 |
|
|
2022
Q4 | $240K | Sell |
11,126
-98
| -0.9% | -$2.11K | 0.09% | 151 |
|
|
2022
Q3 | $225K | Sell |
11,224
-51
| -0.5% | -$1.02K | 0.09% | 157 |
|
|
2022
Q2 | $211K | Buy |
11,275
+65
| +0.6% | +$1.22K | 0.08% | 160 |
|
|
2022
Q1 | $250K | Sell |
11,210
-3
| -0% | -$67 | 0.09% | 158 |
|
|
2021
Q4 | $244K | Sell |
11,213
-2
| -0% | -$44 | 0.08% | 163 |
|
|
2021
Q3 | $239K | Buy |
11,215
+19
| +0.2% | +$405 | 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% | +$999 | 0.08% | 170 |
|
|
2020
Q3 | $128K | Hold |
11,134
| – | – | 0.06% | 189 |
|
|
2020
Q2 | $124K | Buy |
11,134
+38
| +0.3% | +$423 | 0.06% | 191 |
|
|
2020
Q1 | $99.5K | Buy |
11,096
+85
| +0.8% | +$762 | 0.06% | 194 |
|
|
2019
Q4 | $189K | Hold |
11,011
| – | – | 0.1% | 157 |
|
|
2019
Q3 | $174K | Buy |
11,011
+76
| +0.7% | +$1.2K | 0.1% | 162 |
|
|
2019
Q2 | $163K | Sell |
10,935
-325
| -3% | -$4.86K | 0.09% | 162 |
|
|
2019
Q1 | $159K | Buy |
11,260
+61
| +0.5% | +$863 | 0.09% | 161 |
|
|
2018
Q4 | $150K | Sell |
11,199
-77
| -0.7% | -$1.03K | 0.1% | 153 |
|
|
2018
Q3 | $207K | Buy |
11,276
+77
| +0.7% | +$1.41K | 0.14% | 126 |
|
|
2018
Q2 | $199K | Hold |
11,199
| – | – | 0.14% | 123 |
|
|
2018
Q1 | $208K | Buy |
11,199
+444
| +4% | +$8.25K | 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% | +$706 | 0.09% | 185 |
|
|
2016
Q1 | $83.8K | Buy |
+10,672
| New | +$83.8K | 0.08% | 194 |
|