TWA
TCI Wealth Advisors’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,161
| Closed | -$40.1K | – | 1779 |
|
|
2023
Q1 | $40.1K | Sell |
2,161
-57
| -3% | -$1.06K | 0.01% | 487 |
|
|
2022
Q4 | $47.8K | Buy |
2,218
+1
| +0% | +$22 | 0.01% | 425 |
|
|
2022
Q3 | $44K | Buy |
2,217
+1
| +0% | +$20 | 0.01% | 400 |
|
|
2022
Q2 | $42K | Buy |
2,216
+216
| +11% | +$4.09K | 0.01% | 420 |
|
|
2022
Q1 | $44K | Buy |
2,000
+5
| +0.3% | +$110 | 0.01% | 439 |
|
|
2021
Q4 | $43K | Sell |
1,995
-147
| -7% | -$3.17K | 0.01% | 446 |
|
|
2021
Q3 | $46K | Buy |
2,142
+461
| +27% | +$9.9K | 0.01% | 435 |
|
|
2021
Q2 | $34K | Buy |
1,681
+73
| +5% | +$1.48K | 0.01% | 467 |
|
|
2021
Q1 | $33K | Buy |
1,608
+245
| +18% | +$5.03K | 0.01% | 440 |
|
|
2020
Q4 | $22K | Hold |
1,363
| – | – | 0.01% | 455 |
|
|
2020
Q3 | $16K | Buy |
1,363
+490
| +56% | +$5.75K | 0.01% | 472 |
|
|
2020
Q2 | $10K | Buy |
873
+490
| +128% | +$5.61K | ﹤0.01% | 565 |
|
|
2020
Q1 | $3K | Buy |
383
+222
| +138% | +$1.74K | ﹤0.01% | 905 |
|
|
2019
Q4 | $3K | Buy |
161
+3
| +2% | +$56 | ﹤0.01% | 1042 |
|
|
2019
Q3 | $2K | Buy |
158
+131
| +485% | +$1.66K | ﹤0.01% | 1115 |
|
|
2019
Q2 | $0 | Buy |
27
+2
| +8% | – | ﹤0.01% | 1523 |
|
|
2019
Q1 | $0 | Buy |
+25
| New | – | ﹤0.01% | 1507 |
|
|
2018
Q4 | – | Sell |
-34
| Closed | -$1K | – | 1600 |
|
|
2018
Q3 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 1291 |
|
|
2016
Q3 | – | Sell |
-419
| Closed | -$4K | – | 1399 |
|
|
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% | 600 |
|
|
2013
Q3 | $4K | Hold |
419
| – | – | ﹤0.01% | 527 |
|
|
2013
Q2 | $4K | Buy |
+419
| New | +$4K | ﹤0.01% | 495 |
|