United Capital Financial Advisors’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
67,403
-2,485
| -4% | -$58.4K | 0.01% | 489 |
|
|
2025
Q1 | $1.52M | Buy |
69,888
+874
| +1% | +$19K | 0.01% | 472 |
|
|
2024
Q4 | $1.62M | Sell |
69,014
-335
| -0.5% | -$7.88K | 0.01% | 461 |
|
|
2024
Q3 | $1.62M | Buy |
69,349
+832
| +1% | +$19.4K | 0.01% | 456 |
|
|
2024
Q2 | $1.37M | Buy |
68,517
+339
| +0.5% | +$6.79K | 0.01% | 463 |
|
|
2024
Q1 | $1.43M | Buy |
68,178
+4,186
| +7% | +$88.1K | 0.01% | 488 |
|
|
2023
Q4 | $1.24M | Sell |
63,992
-4,623
| -7% | -$89.6K | 0.01% | 506 |
|
|
2023
Q3 | $1.18M | Sell |
68,615
-7,803
| -10% | -$134K | 0.01% | 488 |
|
|
2023
Q2 | $1.36M | Sell |
76,418
-10,099
| -12% | -$180K | 0.01% | 492 |
|
|
2023
Q1 | $1.61M | Sell |
86,517
-19,184
| -18% | -$356K | 0.01% | 482 |
|
|
2022
Q4 | $2.28M | Sell |
105,701
-25,382
| -19% | -$547K | 0.01% | 457 |
|
|
2022
Q3 | $2.63M | Sell |
131,083
-2,457
| -2% | -$49.3K | 0.02% | 424 |
|
|
2022
Q2 | $2.5M | Sell |
133,540
-1,115
| -0.8% | -$20.9K | 0.01% | 452 |
|
|
2022
Q1 | $3M | Sell |
134,655
-4,555
| -3% | -$101K | 0.01% | 447 |
|
|
2021
Q4 | $3.04M | Sell |
139,210
-37,215
| -21% | -$811K | 0.01% | 458 |
|
|
2021
Q3 | $3.76M | Sell |
176,425
-1,482
| -0.8% | -$31.6K | 0.02% | 416 |
|
|
2021
Q2 | $3.59M | Sell |
177,907
-7,672
| -4% | -$155K | 0.02% | 429 |
|
|
2021
Q1 | $3.83M | Sell |
185,579
-18,426
| -9% | -$381K | 0.02% | 396 |
|
|
2020
Q4 | $3.29M | Buy |
204,005
+26,507
| +15% | +$427K | 0.02% | 414 |
|
|
2020
Q3 | $2.05M | Sell |
177,498
-13,386
| -7% | -$154K | 0.01% | 493 |
|
|
2020
Q2 | $2.12M | Sell |
190,884
-3,026
| -2% | -$33.7K | 0.02% | 501 |
|
|
2020
Q1 | $1.74M | Sell |
193,910
-4,155
| -2% | -$37.3K | 0.01% | 521 |
|
|
2019
Q4 | $3.4M | Buy |
198,065
+18,213
| +10% | +$313K | 0.02% | 489 |
|
|
2019
Q3 | $2.85M | Sell |
179,852
-101,256
| -36% | -$1.6M | 0.02% | 519 |
|
|
2019
Q2 | $4.2M | Buy |
281,108
+161,224
| +134% | +$2.41M | 0.03% | 453 |
|
|
2019
Q1 | $1.7M | Buy |
119,884
+4,171
| +4% | +$59K | 0.01% | 635 |
|
|
2018
Q4 | $1.55M | Buy |
115,713
+71,119
| +159% | +$951K | 0.01% | 619 |
|
|
2018
Q3 | $818K | Sell |
44,594
-27,890
| -38% | -$512K | 0.01% | 834 |
|
|
2018
Q2 | $1.29M | Sell |
72,484
-840
| -1% | -$14.9K | 0.01% | 703 |
|
|
2018
Q1 | $1.36M | Sell |
73,324
-24,733
| -25% | -$459K | 0.01% | 692 |
|
|
2017
Q4 | $1.69M | Sell |
98,057
-32,310
| -25% | -$558K | 0.01% | 638 |
|
|
2017
Q3 | $1.99M | Buy |
130,367
+250
| +0.2% | +$3.81K | 0.02% | 575 |
|
|
2017
Q2 | $1.91M | Buy |
130,117
+490
| +0.4% | +$7.17K | 0.02% | 589 |
|
|
2017
Q1 | $1.88M | Buy |
129,627
+852
| +0.7% | +$12.4K | 0.02% | 584 |
|
|
2016
Q4 | $1.85M | Sell |
128,775
-32,492
| -20% | -$467K | 0.02% | 583 |
|
|
2016
Q3 | $1.59M | Sell |
161,267
-208
| -0.1% | -$2.05K | 0.02% | 647 |
|
|
2016
Q2 | $1.45M | Sell |
161,475
-3,695
| -2% | -$33.2K | 0.01% | 631 |
|
|
2016
Q1 | $1.3M | Sell |
165,170
-836
| -0.5% | -$6.57K | 0.01% | 636 |
|
|
2015
Q4 | $1.59M | Buy |
166,006
+6,426
| +4% | +$61.7K | 0.02% | 588 |
|
|
2015
Q3 | $1.44M | Buy |
159,580
+1,455
| +0.9% | +$13.1K | 0.02% | 599 |
|
|
2015
Q2 | $1.64M | Buy |
158,125
+96,729
| +158% | +$1M | 0.02% | 615 |
|
|
2015
Q1 | $604K | Buy |
61,396
+37,622
| +158% | +$370K | 0.01% | 835 |
|
|
2014
Q4 | $251K | Buy |
23,774
+9,687
| +69% | +$102K | ﹤0.01% | 1027 |
|
|
2014
Q3 | $141K | Buy |
+14,087
| New | +$141K | ﹤0.01% | 1067 |
|
|
2014
Q2 | – | Sell |
-13,177
| Closed | -$146K | – | 901 |
|
|
2014
Q1 | $146K | Buy |
13,177
+1,345
| +11% | +$14.9K | ﹤0.01% | 896 |
|
|
2013
Q4 | $117K | Sell |
11,832
-56,438
| -83% | -$558K | ﹤0.01% | 628 |
|
|
2013
Q3 | $632K | Buy |
+68,270
| New | +$632K | 0.02% | 405 |
|