TCI Wealth Advisors’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,161
| Closed | -$40.1K | – | 1779 |
|
|
2023
Q1 | $40.1K | Sell |
2,161
-57
| -3% | -$1.24K | 0.01% | 487 |
|
|
2022
Q4 | $47.8K | Buy |
2,218
+1
| +0% | +$22 | 0.01% | 425 |
|
|
2022
Q3 | $44K | Buy |
2,217
+1
| +0% | +$21 | 0.01% | 400 |
|
|
2022
Q2 | $42K | Buy |
2,216
+216
| +11% | +$4.46K | 0.01% | 421 |
|
|
2022
Q1 | $44K | Buy |
2,000
+5
| +0.3% | +$118 | 0.01% | 439 |
|
|
2021
Q4 | $43K | Sell |
1,995
-147
| -7% | -$3.36K | 0.01% | 446 |
|
|
2021
Q3 | $46K | Buy |
2,142
+461
| +27% | +$9.17K | 0.01% | 450 |
|
|
2021
Q2 | $34K | Buy |
1,681
+73
| +5% | +$1.58K | 0.01% | 485 |
|
|
2021
Q1 | $33K | Buy |
1,608
+245
| +18% | +$4.79K | 0.01% | 458 |
|
|
2020
Q4 | $22K | Hold |
1,363
| – | – | 0.01% | 479 |
|
|
2020
Q3 | $16K | Buy |
1,363
+490
| +56% | +$5.47K | 0.01% | 489 |
|
|
2020
Q2 | $10K | Buy |
873
+490
| +128% | +$5.21K | ﹤0.01% | 577 |
|
|
2020
Q1 | $3K | Buy |
383
+222
| +138% | +$3.11K | ﹤0.01% | 915 |
|
|
2019
Q4 | $3K | Buy |
161
+3
| +2% | +$49 | ﹤0.01% | 1046 |
|
|
2019
Q3 | $2K | Buy |
158
+131
| +485% | +$1.98K | ﹤0.01% | 1120 |
|
|
2019
Q2 | $0 | Buy |
27
+2
| +8% | +$30 | ﹤0.01% | 1528 |
|
|
2019
Q1 | $0 | Buy |
+25
| New | +$383 | ﹤0.01% | 1516 |
|
|
2018
Q4 | – | Sell |
-34
| Closed | -$1K | – | 1609 |
|
|
2018
Q3 | $1K | Buy |
+34
| New | +$640 | ﹤0.01% | 1304 |
|
|
2016
Q3 | – | Sell |
-419
| Closed | -$4K | – | 1397 |
|
|
2016
Q2 | $4K | Hold |
419
| – | – | ﹤0.01% | 785 |
|
|
2016
Q1 | $3K | Hold |
419
| – | – | ﹤0.01% | 859 |
|
|
2015
Q4 | $4K | Hold |
419
| – | – | ﹤0.01% | 755 |
|
|
2015
Q3 | $4K | Hold |
419
| – | – | ﹤0.01% | 678 |
|
|
2015
Q2 | $4K | Hold |
419
| – | – | ﹤0.01% | 695 |
|
|
2015
Q1 | $4K | Hold |
419
| – | – | ﹤0.01% | 623 |
|
|
2014
Q4 | $4K | Hold |
419
| – | – | ﹤0.01% | 614 |
|
|
2014
Q3 | $4K | Hold |
419
| – | – | ﹤0.01% | 620 |
|
|
2014
Q2 | $4K | Hold |
419
| – | – | ﹤0.01% | 650 |
|
|
2014
Q1 | $5K | Hold |
419
| – | – | ﹤0.01% | 559 |
|
|
2013
Q4 | $4K | Hold |
419
| – | – | ﹤0.01% | 602 |
|
|
2013
Q3 | $4K | Hold |
419
| – | – | ﹤0.01% | 529 |
|
|
2013
Q2 | $4K | Buy |
+419
| New | +$3.65K | ﹤0.01% | 497 |
|
Other funds holding RF
TCI Wealth Advisors's RF Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Regions Financial (RF) in Q2 2023, closing a stake of 2,161 shares — an estimated $40.1K sold.
TCI Wealth Advisors first reported a position in RF in Q2 2013 and held it in 31 quarters. The position peaked at $47.8K in Q4 2022. 786 funds tracked by Wall St. Rank hold RF as of Q2 2023.
- TCI Wealth Advisors reported no remaining Regions Financial position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 2,161 Regions Financial shares in Q2 2023, an estimated $40.1K.
- TCI Wealth Advisors first reported a position in Regions Financial in Q2 2013 and held it in 31 quarters.
- TCI Wealth Advisors's Regions Financial position peaked at $47.8K in Q4 2022.
- 786 funds tracked by Wall St. Rank held Regions Financial as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.