UBP Investment Advisors’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-17,294
| Closed | -$320K | – | 102 |
|
|
2022
Q2 | $320K | Buy |
17,294
+14,894
| +621% | +$276K | 0.13% | 85 |
|
|
2022
Q1 | $370K | Sell |
2,400
-60,552
| -96% | -$9.34M | 0.14% | 87 |
|
|
2021
Q4 | $1.37M | Buy |
62,952
+517
| +0.8% | +$11.3K | 0.5% | 36 |
|
|
2021
Q3 | $1.33M | Sell |
62,435
-16,292
| -21% | -$347K | 0.52% | 34 |
|
|
2021
Q2 | $1.59M | Buy |
+78,727
| New | +$1.59M | 0.59% | 38 |
|